Original filing (PDF)20251009124953NAL0003585539001

Neapco Holdings, LLC

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

Form 5500

FILING_RECEIVED

Neapco Holdings, LLC 401(k) Retirement Savings Plan

401(k) retirement plan · Neapco Holdings, LLC's Neapco Holdings, LLC 401(k) Retirement Savings Plan held $81.8M in plan assets for 1,055 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

1,055

Accounts w/ balance

1,182

Plan assets (EOY)

$81.8M

Net assets (EOY)

$81.8M

How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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) — 70K (1% of contributions).

Decision-maker contacts

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

Plan sponsor

Name

NEAPCO HOLDINGS, LLC

EIN

27-1718004all filings

Address

38900 HILLS TECH DRIVE · FARMINGTON HILLS, MI · 48331

Phone

(248) 699-6500

Industry

Manufacturing

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$150K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
TFO WEALTH PARTNERSLLC	20-1017513	—	ADVISOR	$84K	—

Investments

35 direct securities· $79.4M(97% of reported assets)

Mutual Funds

$49.0M

19 holdings

Common Collective Trusts

$24.9M

14 holdings

Bonds / Notes

$2.9M

1 holding

Cash / Money Market

$2.6M

1 holding

					% of plan
Vanguard Growth Index Fund - Admiral Shares	Common Collective Trusts	—	—	$7.0M	8.6%
Fidelity Freedom Index 2025 Fund - Institutional Premium Class.	Mutual Funds	—	—	$6.7M	8.2%
Fidelity Freedom Index 2030 Fund - Institutional Premium Class	Mutual Funds	—	—	$6.4M	7.8%
Fidelity Freedom Index 2040 Fund - Institutional Premium Class	Mutual Funds	—	—	$5.8M	7.1%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$5.7M	7.0%
Fidelity Freedom Index 2035 Fund - Institutional Premium Class	Mutual Funds	—	—	$5.6M	6.8%
Dimensional Fund Advisors U.S. Core Equity II Portfolio - Institutional Class	Mutual Funds	—	—	$4.5M	5.5%
Fidelity Freedom Index 2045 Fund - Institutional Premium Class	Mutual Funds	—	—	$4.3M	5.3%
Vanguard Value Index Fund - Admiral Shares	Common Collective Trusts	—	—	$3.3M	4.1%
Fidelity Freedom Index 2050 Fund - Institutional Premium Class	Mutual Funds	—	—	$3.2M	3.9%
Fidelity Freedom Index 2055 Fund - Institutional Premium Class	Mutual Funds	—	—	$3.0M	3.7%
Notes receivable Maturity dates through December 2034; from participants Interest rates ranging from 5.25% to 10.50%	Bonds / Notes	—	—	$2.9M	3.6%
Gabelli U.S. Treasury Money Market Fund - Class I	Cash / Money Market	—	—	$2.6M	3.1%
Vanguard Total Bond Market Index Fund - Admiral Shares	Common Collective Trusts	—	—	$2.5M	3.1%
Dimensional Fund Advisors International Core Equity Portfolio - Institutional Class	Mutual Funds	—	—	$2.4M	3.0%
Vanguard Mid‐Cap Growth Index Fund - Admiral Shares	Common Collective Trusts	—	—	$1.6M	1.9%
Fidelity Freedom Index 2020 Fund - Institutional Premium Class	Mutual Funds	—	—	$1.4M	1.7%
Vanguard International Growth Fund - Admiral Shares	Mutual Funds	—	—	$1.4M	1.7%
Fidelity Freedom Index 2060 Fund - Institutional Premium Class	Mutual Funds	—	—	$1.1M	1.4%
Dimensional Fund Advisors Emerging Markets Core Equity Portfolio - Institutional Class	Mutual Funds	—	—	$1.0M	1.3%
Vanguard Small‐Cap Index Fund - Admiral Shares	Common Collective Trusts	—	—	$976K	1.2%
Vanguard Mid‐Cap Value Index Fund - Admiral Shares	Common Collective Trusts	—	—	$938K	1.1%
Fidelity Freedom Index 2065 Fund - Institutional Premium Class	Mutual Funds	—	—	$873K	1.1%
Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$750K	0.9%
Fidelity Freedom Index 2015 Fund - Institutional Premium Class	Mutual Funds	—	—	$706K	0.9%
Fidelity Total Market Index Fund	Common Collective Trusts	—	—	$641K	0.8%
Vanguard Small‐Cap Value Index Fund - Admiral Shares	Common Collective Trusts	—	—	$591K	0.7%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$451K	0.6%
Fidelity Freedom Index 2010 Fund - Institutional Premium Class	Mutual Funds	—	—	$326K	0.4%
Vanguard Short‐Term Bond Index Fund - Admiral Shares	Common Collective Trusts	—	—	$255K	0.3%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$149K	0.2%
Fidelity Freedom Index Income Fund - Institutional Premium Class	Mutual Funds	—	—	$117K	0.1%
Dimensional Fund Advisors Commodity Strategy Portfolio - Institutional Class	Mutual Funds	—	—	$83K	0.1%
Vanguard Small‐Cap Growth Index Fund - Admiral Shares	Common Collective Trusts	—	—	$71K	<0.1%
Fidelity Freedom Index 2065 Fund - Institutional Premium Class	Mutual Funds	—	—	$3K	<0.1%