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Original filing (PDF)20250915201625NAL0001453905001
NEW DEVELOPMENT HOLDINGS, LLC
Form 5500
FILING_RECEIVED
NEW DEVELOPMENT HOLDINGS, LLC UNION RETIREMENT PLAN
Defined-benefit pension plan
Active participants
23
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW DEVELOPMENT HOLDINGS, LLC.
Plan sponsor
Name
NEW DEVELOPMENT HOLDINGS, LLC
EIN
27-0509754
Address
717 TEXAS AVENUE, SUITE 1000 · HOUSTON, TX · 77002
Phone
(713) 830-2000
Industry
Utilitiessee 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
2025-09-15
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 pooled funds· $13.7M
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FIAM LONG CORPORATE COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO. · EIN 20-4659714 / PN 187 | Common Collective Trust | $8.3M | 60.5% |
| FIAM 8-10YR CORP BD COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO. · EIN 20-4659714 / PN 155 | Common Collective Trust | $5.4M | 39.5% |
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