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Original filing (PDF)20251010095011NAL0007892801001
NMCGR FOUNDATION
Form 5500
FILING_RECEIVED
NMCGRF/VH 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
302
Accounts w/ balance
335
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
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)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Investments" is 28% of plan.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NMCGR FOUNDATION.
Plan sponsor
Name
NMCGR FOUNDATION
EIN
27-3032859
Address
6251 OLD DOMINION DRIVE · MCLEAN, VA · 22101
Phone
(703) 506-2130
Industry
Health Care & Social Assistancesee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
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 | $6K | — |
Investments
37 direct securities· $10.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments | — | — | — | $2.9M | 28.4% | |
| Fidelity Investments | — | — | — | $989K | 9.8% | |
| Fidelity Investments | — | — | — | $810K | 8.0% | |
| Fidelity Investments | — | — | — | $795K | 7.9% | |
| Fidelity Investments | — | — | — | $550K | 5.5% | |
| Fidelity Investments | — | — | — | $517K | 5.1% | |
| Fidelity Investments | — | — | — | $402K | 4.0% | |
| Participant Loans | — | — | — | $367K | 3.6% | |
| Fidelity Investments | — | — | — | $342K | 3.4% | |
| Fidelity Investments | — | — | — | $244K | 2.4% | |
| Fidelity Investments | — | — | — | $235K | 2.3% | |
| Fidelity Investments | — | — | — | $231K | 2.3% | |
| Fidelity Investments | — | — | — | $191K | 1.9% | |
| Invesco | — | — | — | $180K | 1.8% | |
| Fidelity Investments | — | — | — | $168K | 1.7% | |
| Janus | — | — | — | $159K | 1.6% | |
| Fidelity Investments | — | — | — | $143K | 1.4% | |
| Fidelity Investments | — | — | — | $141K | 1.4% | |
| Fidelity Investments | — | — | — | $123K | 1.2% | |
| PIMCO | — | — | — | $117K | 1.2% | |
| Fidelity Investments | — | — | — | $88K | 0.9% | |
| Fidelity Investments | — | — | — | $83K | 0.8% | |
| Neuberger Berman | — | — | — | $81K | 0.8% | |
| Virtus | — | — | — | $57K | 0.6% | |
| Fidelity Investments | — | — | — | $55K | 0.5% | |
| Fidelity Investments | — | — | — | $40K | 0.4% | |
| Fidelity Investments | — | — | — | $31K | 0.3% | |
| Fidelity Investments | — | — | — | $20K | 0.2% | |
| T Rowe Price | — | — | — | $15K | 0.1% | |
| American Beacon | — | — | — | $13K | 0.1% | |
| Fidelity Investments | — | — | — | $10K | 0.1% | |
| PIMCO | — | — | — | $5K | <0.1% | |
| Invesco | — | — | — | $2K | <0.1% | |
| Fidelity Investments | — | — | — | $1K | <0.1% | |
| Fidelity Investments | — | — | — | $283 | <0.1% | |
| American Century | — | — | — | $268 | <0.1% | |
| Fidelity Investments | — | — | — | $168 | <0.1% |
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