Original filing (PDF)20251015133107NAL0006246880001

NIFCO AMERICA CORPORATION

Name: NIFCO AMERICA CORPORATION — NIFCO AMERICA CORPORATION SAVINGS RETIREMENT PLAN, Form 5500 (2024)
Creator: NIFCO AMERICA CORPORATION

Form 5500

FILING_RECEIVED

NIFCO AMERICA CORPORATION SAVINGS RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

1,090

Accounts w/ balance

1,263

Plan assets (EOY)

$45.2M

Net assets (EOY)

$45.2M

How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NIFCO AMERICA CORPORATION.

Plan sponsor

Name

NIFCO AMERICA CORPORATION

EIN

31-1464402

Address

8015 DOVE PARKWAY · CANAL WNCHSTR, OH · 43110

Phone

(614) 836-3808

Industry

Manufacturingsee 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

2025-10-15

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

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$57K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$19K	—

Investments

31 direct securities· $45.2M(100% of reported assets)

Other securities

$42.7M

29 holdings

Cash / Money Market

$2.3M

1 holding

U.S. Treasuries

$219K

1 holding

					% of plan
Fidelity Management Trust Company Fidelity Contrafund	Other securities	—	—	$7.5M	16.6%
Fidelity Management Trust Company Fidelity Freedom 2035	Other securities	—	—	$3.3M	7.3%
Fidelity Management Trust Company Fidelity 500 Index PR	Other securities	—	—	$2.9M	6.5%
Fidelity Management Trust Company Fidelity Freedom 2055	Other securities	—	—	$2.9M	6.4%
Fidelity Management Trust Company Fidelity Freedom 2045	Other securities	—	—	$2.3M	5.1%
Fidelity Management Trust Company Fidelity Freedom 2030	Other securities	—	—	$2.3M	5.1%
Fidelity Management Trust Company Fidelity Government Money Market Trust	Cash / Money Market	—	—	$2.3M	5.0%
Fidelity Management Trust Company Fidelity Freedom 2050	Other securities	—	—	$2.2M	5.0%
Fidelity Management Trust Company Fidelity Freedom 2040	Other securities	—	—	$2.2M	4.9%
Fidelity Management Trust Company Fidelity Low Priced Stock	Other securities	—	—	$2.1M	4.6%
J.P. Morgan Asset Management JPMorgan Equity Income Fund	Other securities	—	—	$1.6M	3.5%
American Funds Investment American Funds Balanced Fund	Other securities	—	—	$1.6M	3.4%
Fidelity Management Trust Company Fidelity Total Bond Fund	Other securities	—	—	$1.5M	3.3%
various maturity dates through June 2034	Other securities	—	—	$1.4M	3.1%
Fidelity Management Trust Company Fidelity Freedom 2060	Other securities	—	—	$1.3M	2.9%
Fidelity Management Trust Company Fidelity Freedom 2025	Other securities	—	—	$1.3M	2.9%
Vanguard Explorer Fund	Other securities	—	—	$1.1M	2.3%
Fidelity Management Trust Company Fidelity International Discovery	Other securities	—	—	$1.0M	2.2%
Fidelity Management Trust Company Fidelity Ext Market Index PR	Other securities	—	—	$838K	1.9%
Fidelity Management Trust Company Fidelity Total Market Index PR	Other securities	—	—	$699K	1.5%
Fidelity Management Trust Company Fidelity International Index PR	Other securities	—	—	$574K	1.3%
Fidelity Management Trust Company Fidelity Emerging Markets	Other securities	—	—	$538K	1.2%
Fidelity Management Trust Company Fidelity Real Estate Inv	Other securities	—	—	$455K	1.0%
Fidelity Management Trust Company Fidelity Freedom 2015	Other securities	—	—	$447K	1.0%
Fidelity Management Trust Company Fidelity Freedom 2065	Other securities	—	—	$429K	0.9%
Fidelity Management Trust Company Fidelity Intermediate Treasury Bond Index Fund	U.S. Treasuries	—	—	$219K	0.5%
Fidelity Management Trust Company Fidelity Small Cap Growth	Other securities	—	—	$100K	0.2%
Fidelity Management Trust Company Fidelity Government Income Fund	Other securities	—	—	$74K	0.2%
Fidelity Management Trust Company Fidelity Freedom 2020	Other securities	—	—	$74K	0.2%
Fidelity Management Trust Company Fidelity Freedom 2010	Other securities	—	—	$7K	<0.1%
Fidelity Management Trust Company Fidelity Freedom 2070	Other securities	—	—	$4K	<0.1%