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Original filing (PDF)20251007142437NAL0011735762001
NEHEMIAH MANUFACTURING
Form 5500
FILING_RECEIVED
NEHEMIAH MANUFACTURING 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
163
Accounts w/ balance
149
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
12 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Multiple Sub-Advisors - Principal Lifetime Hybrid 2030 44,963 shares" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEHEMIAH MANUFACTURING.
Plan sponsor
Name
NEHEMIAH MANUFACTURING
EIN
26-4483267
Address
1907 SOUTH STREET · CINCINNATI, OH · 45204
Phone
(513) 351-5700
Industry
Manufacturingsee all
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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $38K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TBS AGENCY INC | 52-1473914 | — | OTHER SERVICES | $0 | — |
Investments
13 direct securities · 12 pooled funds· $7.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$6.2M
11 holdings
Uncategorized
$827K
12 holdings
Pooled Separate Account
$20K
1 holding
Mutual Funds
$8K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $45K | $1.9M | 26.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $31K | $1.6M | 22.6% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $31K | $1.1M | 14.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $9K | $482K | 6.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $8K | $364K | 5.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $5K | $254K | 3.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $5K | $214K | 3.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRIN LIFETIME HYBR 2060 CIT Z · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $8K | $201K | 2.8% | |
| Fidelity 500 Index Fund 905 shares | — | — | — | $185K | 2.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $4K | $159K | 2.2% | |
| Fidelity International Index Fund 3,316 shares | — | — | $3K | $158K | 2.2% | |
| Various maturity dates through 2029; interest rates from *Participant Loans 4.25% to 9.50% | — | — | — | $143K | 2.0% | |
| JP Morgan Large Cap Growth Fund 852 shares | — | — | — | $71K | 1.0% | |
| Investment in Insurance Contract *Principal Guaranteed Option | — | — | — | $60K | 0.8% | |
| DFA Emerging Markets Value Portfolio 1,565 shares | — | — | $2K | $47K | 0.7% | |
| MFS Mid Cap Growth Fund 1,480 shares | — | — | $1K | $47K | 0.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $2K | $37K | 0.5% | |
| Fidelity Small Cap Index Fund 1,075 shares | — | — | $1K | $30K | 0.4% | |
| Invesco Global Fund 302 shares | — | — | — | $29K | 0.4% | |
| Fidelity Mid Cap Index Fund 681 shares | — | — | — | $23K | 0.3% | |
| JP Morgan Equity Income Fund 850 shares | — | — | — | $20K | 0.3% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $20K | 0.3% | |
| JP Morgan International Equity Fund 751 shares | — | — | — | $14K | 0.2% | |
| DFA Inflation Protected Securities Portfolio 774 shares | Mutual Funds | — | — | $8K | 0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $2K | <0.1% |
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