How big is NWR Services, LLC's plan?

NWR Services, LLC's plan reported $14.4M in assets and 416 participants for 2024.

Original filing (PDF)20251012141407NAL0000133635001

NWR Services, LLC

Name: NWR Services, LLC — Northwood Ravin 401(k) Plan, Form 5500 (2024)
Creator: NWR Services, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Northwood Ravin 401(k) Plan

401(k) retirement plan · NWR Services, LLC's Northwood Ravin 401(k) Plan held $14.4M in plan assets for 416 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

416

Accounts w/ balance

175

Plan assets (EOY)

$14.4M

Net assets (EOY)

$14.4M

People on this filing

Renee Brown signed NWR Services, LLC's 2024 Form 5500 as plan administrator.

Renee Brown — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

NWR Services, LLC's EIN is 27-4705218.

EIN 27-4705218

Plan number 001

Plan year 2024

ACK ID 20251012141407NAL0000133635001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for NWR Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

NWR Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

29 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

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Plan sponsor

Name

NWR SERVICES, LLC

EIN

all filings

Address

127 SCALEYBARK ROAD · CHARLOTTE, NC · 28209

Phone

(704) 714-9640

Industry

Real Estate

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

2025-10-12

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$4K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
COHNREZNICK LLP	22-1478099	—	ACCOUNTANT/AUDITOR	$18K	—

Investments

29 direct securities· $14.4M(100% of reported assets)

Mutual Funds

$13.0M

24 holdings

Common Collective Trusts

$948K

1 holding

Other securities

$283K

2 holdings

Participant loans

$107K

1 holding

Common Stocks

$86K

1 holding

					% of plan
Fidelity Freedom 2035 K Fund	Mutual Funds	—	—	$2.9M	19.8%
Fidelity Blue Chip Growth	Mutual Funds	—	—	$2.2M	15.0%
Fidelity Freedom 2030 K Fund	Mutual Funds	—	—	$1.3M	8.9%
Fidelity Freedom 2045 K Fund	Mutual Funds	—	—	$1.3M	8.7%
Fidelity 500 Index	Common Collective Trusts	—	—	$948K	6.6%
Fidelity Contrafund	Mutual Funds	—	—	$765K	5.3%
Fidelity Freedom 2040 K Fund	Mutual Funds	—	—	$750K	5.2%
Fidelity Freedom 2020 K Fund	Mutual Funds	—	—	$670K	4.7%
Fidelity Freedom 2025 K Fund	Mutual Funds	—	—	$408K	2.8%
Fidelity Freedom 2050 K Fund	Mutual Funds	—	—	$399K	2.8%
Fidelity Equity Dividend Income Fund	Mutual Funds	—	—	$352K	2.4%
Fidelity Freedom 2060 K Fund	Mutual Funds	—	—	$329K	2.3%
Fidelity Mid-Cap Stock Fund	Mutual Funds	—	—	$310K	2.2%
Fidelity Freedom 2055 K Fund	Mutual Funds	—	—	$256K	1.8%
Fidelity Dividend Growth Fund	Mutual Funds	—	—	$252K	1.8%
PIMCO Total Return Admin	Mutual Funds	—	—	$216K	1.5%
Fidelity Diversified International Fund	Mutual Funds	—	—	$178K	1.2%
Virtus Ceredex Mid-Cap Value Equity Fund Class I	Other securities	—	—	$174K	1.2%
Fidelity Low-Priced Stock	Mutual Funds	—	—	$150K	1.0%
Fidelity Convertible Securities	Mutual Funds	—	—	$139K	1.0%
Royce Pennsylvania Mutual Svc	Other securities	—	—	$108K	0.8%
Participant loans	Participant loans	—	—	$107K	0.7%
Fidelity Intermediate Bond Fund	Mutual Funds	—	—	$89K	0.6%
As Small Co Value A	Common Stocks	—	—	$86K	0.6%
Fidelity Freedom INC K Fund	Mutual Funds	—	—	$78K	0.5%
Fidelity Freedom 2065 K Fund	Mutual Funds	—	—	$45K	0.3%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$43K	0.3%
Fidelity Freedom 2015 K Fund	Mutual Funds	—	—	$2K	<0.1%
Fidelity Freedom 2010 K Fund	Mutual Funds	—	—	$143	<0.1%