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Original filing (PDF)20251015143759NAL0002581427001
NESCO RESOURCE LLC
Form 5500
FILING_RECEIVED
NESCO RESOURCE LLC 401(K) PLAN
401(k) retirement plan
Active participants
1,549
Accounts w/ balance
511
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 33% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NESCO RESOURCE LLC.
Plan sponsor
Name
NESCO RESOURCE LLC
EIN
34-1603045
Address
12708 DUPONT CIRCLE · TAMPA, FL · 33626
Phone
(813) 855-9411
Industry
Admin Support & Waste Mgmtsee 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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHEN & COMPANY, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | RECORDKEEPER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUALIFIED PLAN CONSULTANTS, LLC | 20-0223513 | WEST DES MOINES, IA | THIRD PARTY ADMIN | $6K | — |
Investments
27 direct securities · 3 pooled funds· $13.0M(99% 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
$12.2M
27 holdings
Common Collective Trust
$819K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date R4 Pooled Separate Account | — | — | — | $1.5M | 11.2% | |
| American Funds 2040 Target Date R4 Pooled Separate Account | — | — | — | $1.5M | 11.1% | |
| American Funds 2045 Target Date R4 Pooled Separate Account | — | — | — | $1.4M | 10.7% | |
| American Funds 2025 Target Date R4 Pooled Separate Account | — | — | — | $1.4M | 10.3% | |
| American Funds 2050 Target Date R4 Pooled Separate Account | — | — | — | $1.1M | 8.7% | |
| American Funds 2055 Target Date R4 Pooled Separate Account | — | — | — | $1.1M | 8.0% | |
| American Funds 2060 Target Date R4 Pooled Separate Account | — | — | — | $973K | 7.4% | |
| American Funds 2030 Target Date R4 Pooled Separate Account | — | — | — | $917K | 6.9% | |
| AB Large Cap Grw Fnd Z Pooled Separate Account | — | — | — | $682K | 5.2% | |
| METLIFE STABLE VALUE FUND J METLIFE GROUP ANNUITY CONTRACT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $439K | 3.3% | |
| BLACKROCK EQUITY INDEX FUND R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $336K | 2.5% | |
| Fidelity Mid Cap Index Fd Pooled Separate Account | — | — | — | $277K | 2.1% | |
| American Funds 2010 Target Date R4 Pooled Separate Account | — | — | — | $199K | 1.5% | |
| Fidelity Sm Cp Ind Fund Pooled Separate Account | — | — | — | $181K | 1.4% | |
| Putnam Lrg Cp Val Fd CI R6 Pooled Separate Account | — | — | — | $174K | 1.3% | |
| John Hancock Disp Val Mid Cap Fd A Pooled Separate Account | — | — | — | $171K | 1.3% | |
| American Funds 2065 T Date R4 Pooled Separate Account | — | — | — | $146K | 1.1% | |
| PIMCO Income Fund A Pooled Separate Account | — | — | — | $102K | 0.8% | |
| Vanguard Developed Mkts Indx Fd Adm Pooled Separate Account | — | — | — | $73K | 0.5% | |
| American Funds EuroPacific Grw R5 Pooled Separate Account | — | — | — | $72K | 0.5% | |
| Janus Hndrsn Triton Fund N Pooled Separate Account | — | — | — | $72K | 0.5% | |
| PGIM Total Return Bond Fd R6 Pooled Separate Account | — | — | — | $66K | 0.5% | |
| Goldman Sachs Sm Cp Insgt Fd A Pooled Separate Account | — | — | — | $55K | 0.4% | |
| BLACKROCK U.S. DEBT INDEX FUND R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $44K | 0.3% | |
| Goldman Sachs Emrg Mkts Eq In Fd A Pooled Separate Account | — | — | — | $38K | 0.3% | |
| Amer Bcn Small Cap Value Fund A Pooled Separate Account | — | — | — | $29K | 0.2% | |
| Buffalo Discovery Fnd Inv CI Pooled Separate Account | — | — | — | $19K | 0.1% | |
| American Funds 2015 Target Date R4 Pooled Separate Account | — | — | — | $8K | <0.1% | |
| Voya Gov Money Mkt Fnd A (Hold Acct) Pooled Separate Account | — | — | — | $5K | <0.1% | |
| Withheld Remitted Various - $ 3,586 2023 Various - 2024 * - | — | — | — | $4K | <0.1% |
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