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Original filing (PDF)20250916123906NAL0001179667001
NEMCO,INC.
Form 5500
FILING_RECEIVED
401(K) NEMCO OPPORTUNITY PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
105
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEMCO,INC..
Plan sponsor
Name
NEMCO,INC.
EIN
34-1191883
Address
301 MEUSE ARGONNE · HICKSVILLE, OH · 43526
Phone
(419) 542-7751
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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $21K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONCEPTS & SVS INC | — | FORT WAYNE, IN | CONTRACT ADMIN | $1K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
32 direct securities · 1 pooled fund· $8.9M(100% of reported assets)
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.
Uncategorized
$8.3M
30 holdings
Pooled Separate Accounts
$367K
1 holding
Common Collective Trust
$196K
1 holding
Mutual Funds
$56K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 18,824 shares | — | — | $19K | $1.6M | 17.7% | |
| Blackrock Equity Dividend K 46,994 shares | — | — | $47K | $891K | 10.0% | |
| Macquarie Small Cap Value R6 9,663 shares | — | — | $10K | $676K | 7.6% | |
| American Funds 2040 Trgt Date Retire R6 30,006 shares | — | — | $30K | $617K | 6.9% | |
| Vanguard Balanced Index Adm 12,516 shares | — | — | $13K | $607K | 6.8% | |
| Blackrock Mid-cap Growth Equity K 13,142 shares | — | — | $13K | $573K | 6.4% | |
| Pimco Income Instl 53,283 shares | — | — | $53K | $561K | 6.3% | |
| American Funds 2070 Trgt Date Retire R6 71 shares 772 MFS Aggressive Growth Allocation R6 17,540 shares | — | — | $18K | $532K | 6.0% | |
| American Funds Europacific Gr R6 6,827 shares | Pooled Separate Accounts | — | $7K | $367K | 4.1% | |
| American Funds New World R6 4,625 shares | — | — | $5K | $356K | 4.0% | |
| American Funds American Balanced R6 8,792 shares | — | — | $9K | $302K | 3.4% | |
| INVESCO IRT STABLE VALUE FUND INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | $196K | $196K | 2.2% | |
| American Funds New Perspective R6 2,621 shares | — | — | $3K | $163K | 1.8% | |
| American Funds 2050 Trgt Date Retire R6 7,637 shares | — | — | $8K | $160K | 1.8% | |
| American Funds 2045 Trgt Date Retire R6 7,183 shares | — | — | $7K | $152K | 1.7% | |
| JPMorgan Government Bond I 14,843 shares | — | — | $15K | $140K | 1.6% | |
| Fidelity 500 Index 664 shares | — | — | — | $136K | 1.5% | |
| American Funds 2020 Trgt Date Retire R6 7,597 shares | — | — | $8K | $102K | 1.1% | |
| Fidelity International Index 1,981 shares | — | — | $2K | $94K | 1.1% | |
| American Funds 2055 Trgt Date Retire R6 3,533 shares | — | — | $4K | $93K | 1.0% | |
| American Funds 2030 Trgt Date Retire R6 5,035 shares | — | — | $5K | $87K | 1.0% | |
| American Funds 2060 Trgt Date Retire R6 4,746 shares | — | — | $5K | $85K | 1.0% | |
| MFS Conservative Allocation R6 5,155 shares | — | — | $5K | $85K | 1.0% | |
| American Funds 2010 Trgt Date Retire R6 4,854 shares | Mutual Funds | — | $5K | $56K | 0.6% | |
| Fidelity Mid Cap Index 1,452 shares | — | — | $1K | $49K | 0.6% | |
| MFS Moderate Allocation R6 1,972 shares | — | — | $2K | $39K | 0.4% | |
| Fidelity Emerging Markets Index 3,595 shares | — | — | $4K | $38K | 0.4% | |
| Fidelity Small Cap Index 1,304 shares | — | — | $1K | $36K | 0.4% | |
| Fidelity Us Bond Index 3,468 shares | — | — | $3K | $35K | 0.4% | |
| American Funds 2025 Trgt Date Retire R6 1,640 shares | — | — | $2K | $25K | 0.3% | |
| MFS Growth Allocation R6 815 shares | — | — | — | $20K | 0.2% | |
| American Funds 2035 Trgt Date Retire R6 1,031 shares | — | — | $1K | $20K | 0.2% | |
| American Funds 2065 Trgt Date Retire R6 950 shares | — | — | — | $17K | 0.2% |
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