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Original filing (PDF)20250930093724NAL0016295875001
NLOGIC, INC.
Form 5500
FILING_RECEIVED
NLOGIC, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
212
Accounts w/ balance
541
Plan assets (EOY)
$54.4M
Net assets (EOY)
$54.4M
How this plan invests
This plan
1 pooled trust
Schedule D
53 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 (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NLOGIC, INC..
Plan sponsor
Name
NLOGIC, INC.
EIN
27-0445567
Address
4955 CORPORATE DRIVE, SUITE 102 · HUNTSVILLE, AL · 35805
Phone
(256) 704-2525
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-09-30
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2E · Profit-sharing
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
HENDERSON, HUTCHERSON & MCCULLOUGH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SYNOVUS SECURITIES | 58-1625031 | — | ADVISOR | $0 | — |
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
Investments
53 direct securities · 1 pooled fund· $55.4M(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.
Uncategorized
$54.5M
53 holdings
Common Collective Trust
$916K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund | — | — | — | $9.6M | 17.6% | |
| American Funds Target Date 2025 Fund R4 | — | — | — | $4.9M | 8.9% | |
| American Funds Target Date 2030 Fund R4 | — | — | — | $4.5M | 8.3% | |
| Fidelity Investments Fidelity Advisor Growth Opportunities Fund Class Z | — | — | — | $4.3M | 8.0% | |
| American Funds Target Date 2010 Fund R11 | — | — | — | $3.3M | 6.1% | |
| American Funds Target Date 2010 Fund R9 | — | — | — | $2.9M | 5.3% | |
| American Funds Target Date 2010 Fund R10 | — | — | — | $2.6M | 4.8% | |
| American Funds Target Date 2055 Fund R4 | — | — | — | $2.0M | 3.7% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $1.9M | 3.5% | |
| Eaton Vance Eaton Vance Atlanta Capital SMID-Cap Fund Class R6 | — | — | — | $1.8M | 3.4% | |
| American Funds Target Date 2060 Fund R4 | — | — | — | $1.5M | 2.8% | |
| Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $1.5M | 2.8% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $1.3M | 2.3% | |
| Fidelity Investments Stable Value, at fair value | — | — | — | $981K | 1.8% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $916K | 1.7% | |
| American Funds Target Date 2020 Fund R4 | — | — | — | $833K | 1.5% | |
| Franklin Templeton Franklin Small Cap Growth Fund Class R6 | — | — | — | $796K | 1.5% | |
| Fidelity Investments Fidelity Advisor Large Cap Fund Class Z | — | — | — | $752K | 1.4% | |
| Invesco International Small-Mid Company Fund Class R | — | — | — | $738K | 1.4% | |
| American Funds Target Date 2010 Fund R13 | — | — | — | $699K | 1.3% | |
| Columbia Contrarian Core Fund Class A | — | — | — | $469K | 0.9% | |
| Fidelity Investments New Insights Fund Class A | — | — | — | $466K | 0.9% | |
| Invesco Diversified Dividend Fund Class A | — | — | — | $443K | 0.8% | |
| Participant loans 4.25-9.50% Interest rate; various maturities -0- | — | — | — | $439K | 0.8% | |
| Harbor Capital Appreciation Fund Retirement Class | — | — | — | $405K | 0.7% | |
| AllianceBernstein High Income Fund Class A | — | — | — | $385K | 0.7% | |
| American Funds Target Date 2065 Fund R4 | — | — | — | $375K | 0.7% | |
| MFS Growth Allocation Fund Class R3 | — | — | — | $362K | 0.7% | |
| Natixis Funds Loomis Sayles Investment Grade Bond Fund A | — | — | — | $331K | 0.6% | |
| American Funds Target Date 2010 Fund R4 | — | — | — | $331K | 0.6% | |
| Fidelity Investments U.S. Bond Index Fund | — | — | — | $298K | 0.5% | |
| Invesco Equally-Weighted S&P 500 Fund Class R6 | — | — | — | $296K | 0.5% | |
| ClearBridge International Growth Fund-Class A | — | — | — | $286K | 0.5% | |
| Invesco Equity & Income Fund Class A | — | — | — | $276K | 0.5% | |
| MFS Mid Cap Value Fund Class R3 | — | — | — | $270K | 0.5% | |
| MFS International Value Fund Class R3 | — | — | — | $218K | 0.4% | |
| MFS International Growth Fund Class R3 | — | — | — | $209K | 0.4% | |
| Fidelity Investments Global ex U.S. Index Fund | — | — | — | $180K | 0.3% | |
| Fidelity Investments Brokerage Common Stock | — | — | — | $135K | 0.2% | |
| Fidelity Investments Brokerage Unit | — | — | — | $135K | 0.2% | |
| Invesco Global Focus Fund Class A | — | — | — | $129K | 0.2% | |
| iShares MSCI EAFE International Index Fund | — | — | — | $127K | 0.2% | |
| Lord Abbett Income Fund Class A | — | — | — | $127K | 0.2% | |
| Columbia Emerging Markets Inst3 | — | — | — | $114K | 0.2% | |
| JPMorgan Small Cap Value Fund Class A | — | — | — | $113K | 0.2% | |
| Columbia Mid Cap Index Fund Class A | — | — | — | $109K | 0.2% | |
| Natixis Funds AEW Real Estate Fund Class A | — | — | — | $89K | 0.2% | |
| Franklin Templeton Income Fund Class A | — | — | — | $88K | 0.2% | |
| American Funds Target Date 2015 Fund R4 | — | — | — | $86K | 0.2% | |
| Natixis Funds Loomis Sayles Global Equity & Income Fund A | — | — | — | $81K | 0.1% | |
| Pimco Real Return Fund Class A | — | — | — | $72K | 0.1% | |
| Fidelity Investments Brokerage Cash | — | — | — | $26K | <0.1% | |
| American Funds Government Securities A | — | — | — | $14K | <0.1% | |
| Fidelity Investments Brokerage Govt Bond | — | — | — | $12K | <0.1% |
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