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Original filing (PDF)20251015094151NAL0005691904001
NEW CONCEPT TECHNOLOGY INC.
Form 5500
FILING_RECEIVED
NEW CONCEPT MANUFACTURING , LLC 401(K) PLAN
401(k) retirement plan
Active participants
133
Accounts w/ balance
169
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW CONCEPT TECHNOLOGY INC..
Plan sponsor
Name
NEW CONCEPT TECHNOLOGY INC.
EIN
27-0076202
Address
PO BOX 0297 · EMIGSVILLE, PA · 17318
Phone
(717) 741-0840
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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
METZ CPA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Investments
37 direct securities· $5.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2035 Fund Mutual funds | — | — | — | $779K | 14.9% | |
| Fidelity Advisor Freedom 2030 Fund Mutual funds | — | — | — | $715K | 13.7% | |
| Fidelity Advisor Freedom 2025 Fund Mutual funds | — | — | — | $549K | 10.5% | |
| Franklin Growth Series Mutual funds | — | — | — | $358K | 6.8% | |
| BNY Mellon S&P 500 Index Fund Mutual funds | — | — | — | $330K | 6.3% | |
| Fidelity Advisor New Insights Fund Mutual funds | — | — | — | $328K | 6.3% | |
| Fidelity Advisor Freedom 2040 Fund Mutual funds | — | — | — | $309K | 5.9% | |
| Fidelity Advisor Freedom 2045 Fund Mutual funds | — | — | — | $261K | 5.0% | |
| Fidelity Advisor Freedom 2050 Fund Mutual funds | — | — | — | $239K | 4.6% | |
| Fidelity Advisor Freedom 2020 Fund Mutual funds | — | — | — | $157K | 3.0% | |
| Fidelity Advisor Freedom 2060 Fund Mutual funds | — | — | — | $135K | 2.6% | |
| Fidelity Advisor Freedom 2055 Fund Mutual funds | — | — | — | $133K | 2.5% | |
| Fidelity Advisor Freedom 2070 Fund Mutual funds 388 NY Mellon Dynamic Total Return Fund Mutual funds 5 * Fidelity Government Money Market Fund Money market funds | — | — | — | $127K | 2.4% | |
| Fidelity Advisor Freedom 2065 Fund Mutual funds | — | — | — | $122K | 2.3% | |
| Participant Loans Interest rates from 4.25% to 9.50% $0 | — | — | — | $84K | 1.6% | |
| PIMCO StocksPLUS Small Fund Mutual funds | — | — | — | $79K | 1.5% | |
| Fidelity Advisor Freedom 2015 Fund Mutual funds | — | — | — | $70K | 1.3% | |
| Columbia Mid Cap Index Fund Mutual funds | — | — | — | $68K | 1.3% | |
| American Century Mid Cap Value Fund Mutual funds | — | — | — | $53K | 1.0% | |
| Invesco Diversified Dividend Fund Mutual funds | — | — | — | $51K | 1.0% | |
| Fidelity Advisor Mid Cap II Fund Mutual funds | — | — | — | $48K | 0.9% | |
| Fidelity Advisor Small Cap Value Fund Mutual funds | — | — | — | $46K | 0.9% | |
| BNY Mellon Opportunistic Midcap Value Fund Mutual funds | — | — | — | $43K | 0.8% | |
| Virtus Small-Cap Fund Mutual funds | — | — | — | $27K | 0.5% | |
| Franklin Rising Dividends Fund Mutual funds | — | — | — | $23K | 0.4% | |
| Columbia Small Cap Index Fund Mutual funds | — | — | — | $19K | 0.4% | |
| Fidelity Advisor Real Estate Fund Mutual funds | — | — | — | $18K | 0.3% | |
| American Century Equity Income Fund Mutual funds | — | — | — | $16K | 0.3% | |
| PIMCO Total Return Fund Mutual funds | — | — | — | $15K | 0.3% | |
| Fidelity Advisor Strategic Income Fund Mutual funds | — | — | — | $7K | 0.1% | |
| Goldman Sachs High Yield Fund Mutual funds | — | — | — | $6K | 0.1% | |
| BNY Mellon Bond Market Index Fund Mutual funds | — | — | — | $5K | 0.1% | |
| BlackRock Global Allocation Fund Mutual funds | — | — | — | $4K | <0.1% | |
| Franklin Gold and Precious Metals Fund Mutual funds | — | — | — | $3K | <0.1% | |
| iShares MSCI EAFE International Index Fund Mutual funds | — | — | — | $2K | <0.1% | |
| American Century Inflation-Adjusted Bond Fund Mutual funds | — | — | — | $1K | <0.1% | |
| Fidelity Advisor Freedom Income Fund Mutual funds | — | — | — | $1K | <0.1% |
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