How big is NGP Management, LLC's plan?

NGP Management, LLC's plan reported $21.1M in assets and 1,533 participants for 2024.

Original filing (PDF)20251001144527NAL0005986915001

NGP Management, LLC

Name: NGP Management, LLC — NGP Management, LLC 401(k), Form 5500 (2024)
Creator: NGP Management, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

NGP Management, LLC 401(k) Plan

401(k) retirement plan · NGP Management, LLC's NGP Management, LLC 401(k) Plan held $21.1M in plan assets for 1,533 participants in 2024, with Transamerica as recordkeeper.

Signals · 3

Late participant contributions28% in single holding34% employer stock

Active participants

1,533

Accounts w/ balance

296

Plan assets (EOY)

$21.1M

Net assets (EOY)

$21.1M

Plan identifiers

NGP Management, LLC's EIN is 26-1655191.

EIN 26-1655191

Plan number 001

Plan year 2024

ACK ID 20251001144527NAL0005986915001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for NGP Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

NGP Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NGP MANAGEMENT, LLC.

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How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Total administrative cost in the bottom quartile of peers (15th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (7th percentile).

Plan sponsor

Name

NGP MANAGEMENT, LLC

EIN

all filings

Address

3 PLUFF AVE · NORTH READING, MA · 01864

Phone

(978) 898-1227

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$46K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	INVESTMENT ADVISORY	$19K	—

Investments

25 direct securities· $21.0M(100% of reported assets)

Mutual Funds

$7.7M

7 holdings

Common Stocks

$7.2M

9 holdings

Other securities

$2.6M

6 holdings

Common Collective Trusts

$1.9M

1 holding

Stable Value

$1.4M

1 holding

Bonds / Notes

$236K

1 holding

					% of plan
Fidelity Investments Fidelity Contrafund	Mutual Funds	—	—	$5.9M	28.2%
The Vanguard Group Vanguard 500 Index Admiral Fund	Common Collective Trusts	—	—	$1.9M	9.1%
Transamerica Life Insurance Company Transamerica Stable Value Option (at contract value)	Stable Value	—	—	$1.4M	6.5%
Transamerica Life Insurance Company TA BlackRock Lifepath Index 2055 K Portfolio	Common Stocks	—	—	$1.2M	5.9%
Transamerica Life Insurance Company TA BlackRock Lifepath Index 2040 K Portfolio	Common Stocks	—	—	$1.2M	5.7%
Transamerica Life Insurance Company TA BlackRock Lifepath Index Retirement K Fund	Common Stocks	—	—	$1.1M	5.3%
Allspring Global Investments Allspring Special Mid Cap Value Inst	Other securities	—	—	$1.1M	5.3%
Transamerica Life Insurance Company TA BlackRock Lifepath Index 2045 K Portfolio	Common Stocks	—	—	$993K	4.7%
Transamerica Life Insurance Company TA BlackRock Lifepath Index 2050 K Portfolio	Common Stocks	—	—	$927K	4.4%
Transamerica Life Insurance Company TA BlackRock Lifepath Index 2035 K Portfolio	Common Stocks	—	—	$874K	4.2%
Metropolitan West Financial Metropolitan West Total Return Bond I	Other securities	—	—	$517K	2.5%
The Vanguard Group Vanguard Extended Market Index Admiral Fund	Mutual Funds	—	—	$443K	2.1%
American Funds Amer Funds EuroPacific Growth Retirement Fund	Mutual Funds	—	—	$423K	2.0%
Transamerica Life Insurance Company TA BlackRock Lifepath Index 2030 K Portfolio	Common Stocks	—	—	$392K	1.9%
The Vanguard Group Vanguard Total Bond Market Index Admiral Fund	Mutual Funds	—	—	$384K	1.8%
JP Morgan JPMorgan Equity Income R2	Other securities	—	—	$342K	1.6%
Invesco Global Invesco Global Fund Class A	Mutual Funds	—	—	$330K	1.6%
American Century Funds American Century Small Cap Growth R6	Other securities	—	—	$270K	1.3%
Transamerica Life Insurance Company TA BlackRock Lifepath Index 2060 K Portfolio	Common Stocks	—	—	$239K	1.1%
Notes Receivable from Participants Interest rates of 4.25% - 9.50%	Bonds / Notes	—	—	$236K	1.1%
Transamerica Life Insurance Company TA BlackRock Lifepath Index 2065 K Portfolio	Common Stocks	—	—	$231K	1.1%
American Century Funds American Century Small Cap Value R6	Other securities	—	—	$211K	1.0%
American Funds Amer Funds Fundamental Investors Investment R5 Fund	Mutual Funds	—	—	$150K	0.7%
MassMutual Mid Cap Growth R5 Fund	Other securities	—	—	$116K	0.6%
The Vanguard Group Vanguard Total Intl Stock Index Admiral Fund	Mutual Funds	—	—	$58K	0.3%