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Original filing (PDF)20251015182023NAL0002749619001
NOMAD GLOBAL COMMUNICATION SOLUTIONS
Form 5500
FILING_RECEIVED
NOMAD GLOBAL COMMUNICATION SOLUTIONS 401(K) PLAN
401(k) retirement plan
Active participants
314
Accounts w/ balance
341
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
32 pooled trusts
Schedule D
32 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOMAD GLOBAL COMMUNICATION SOLUTIONS.
Plan sponsor
Name
NOMAD GLOBAL COMMUNICATION SOLUTIONS
EIN
35-2182794
Address
5414 U.S. HIGHWAY 2 EAST · COLUMBIA FALLS, MT · 59912
Phone
(406) 755-1721
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
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BEASLEY, MITCHELL & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $13K | — |
| BIG SKY RETIREMENT | 82-4211528 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & COMPANY | 43-0345811 | — | INVESTMENT ADVISORY - PL | $24K | — |
Investments
10 direct securities · 32 pooled funds· $11.0M(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.
Pooled Separate Account
$6.3M
32 holdings
Uncategorized
$4.7M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: AMERICAN FUNDS 2050 TARGET DATE RETIREMENT RET OPT (extraction pending)] | — | — | — | $839K | 12.3% | |
| TRANSAMERICARETONTRK 2050 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $839K | 12.3% | |
| [DFE: AMERICAN FUNDS 2035 TARGET DATE RETIREMENT RET OPT (extraction pending)] | — | — | — | $691K | 10.1% | |
| TRANSAMERICARETONTRK 2035 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $691K | 10.1% | |
| [DFE: AMERICAN FUNDS 2045 TARGET DATE RETIREMENT RET OPT (extraction pending)] | — | — | — | $635K | 9.3% | |
| TRANSAMERICARETONTRK 2045 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $635K | 9.3% | |
| [DFE: AMERICAN FUNDS 2055 TARGET DATE RETIREMENT RET OPT (extraction pending)] | — | — | — | $600K | 8.8% | |
| TRANSAMERICARETONTRK 2055 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $600K | 8.8% | |
| [DFE: AMERICAN FUNDS 2030 TARGET DATE RETIREMENT RET OPT (extraction pending)] | — | — | — | $582K | 8.5% | |
| TRANSAMERICARETONTRK 2030 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $582K | 8.5% | |
| [DFE: AMERICAN FUNDS 2060 TARGET DATE RETIREMENT RET OPT (extraction pending)] | — | — | — | $566K | 8.3% | |
| TRANSAMERICARETONTRK 2060 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $566K | 8.3% | |
| [DFE: AMERICAN FUNDS 2040 TARGET DATE RETIREMENT RET OPT (extraction pending)] | — | — | — | $515K | 7.5% | |
| TRANSAMERICARETONTRK 2040 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $515K | 7.5% | |
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $270K | 3.9% | |
| BLACKROCK MID-CAP GROWTH EQUITY RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 099 | Pooled Separate Account | — | — | $221K | 3.2% | |
| JPMORGAN LRG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 877 | Pooled Separate Account | — | — | $208K | 3.0% | |
| FRANKLIN GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 871 | Pooled Separate Account | — | — | $138K | 2.0% | |
| [DFE: AMERICAN FUNDS 2015 TARGET DATE RETIREMENT RET OPT (extraction pending)] | — | — | — | $120K | 1.8% | |
| TRANSAMERICARETONTRK 2015 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688 | Pooled Separate Account | — | — | $120K | 1.8% | |
| LORD ABBETT INTERNATIONAL OPPORTUNI TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 122 | Pooled Separate Account | — | — | $117K | 1.7% | |
| [DFE: AMERICAN FUNDS 2020 TARGET DATE RETIREMENT RET OPT (extraction pending)] | — | — | — | $115K | 1.7% | |
| TRANSAMERICARETONTRK 2020 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $115K | 1.7% | |
| EATON VANCE INC FD OF BOSTON RET OP TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 103 | Pooled Separate Account | — | — | $113K | 1.7% | |
| TRANSAMERICA RETIREONTRK 2065 WITH TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444 | Pooled Separate Account | — | — | $93K | 1.4% | |
| [DFE: AMERICAN FUNDS 2025 TARGET DATE RETIREMENT RET OPT (extraction pending)] | — | — | — | $69K | 1.0% | |
| TRANSAMERICARETONTRK 2025 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $69K | 1.0% | |
| CLEARBRIDGE SM CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 879 | Pooled Separate Account | — | — | $62K | 0.9% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 828 | Pooled Separate Account | — | — | $43K | 0.6% | |
| TRANSAMERICA LARGE CAP GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 905 | Pooled Separate Account | — | — | $42K | 0.6% | |
| AMERICAN FUNDS BLNCD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 841 | Pooled Separate Account | — | — | $38K | 0.6% | |
| AMERICAN CENTURY MID CAP VALUE RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 195 | Pooled Separate Account | — | — | $33K | 0.5% | |
| AMERICAN CENTURY INFLATION ADJ BD R TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 097 | Pooled Separate Account | — | — | $24K | 0.3% | |
| FRANKLIN SMALL CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 035 | Pooled Separate Account | — | — | $22K | 0.3% | |
| STATE STREET INTERNATNL INDEX RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $20K | 0.3% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $20K | 0.3% | |
| DWS RREEF REAL ESTATE SECS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 943 | Pooled Separate Account | — | — | $18K | 0.3% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $15K | 0.2% | |
| BLACKROCK GLOBAL ALLOC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 951 | Pooled Separate Account | — | — | $14K | 0.2% | |
| BLACKROCK TOTAL RETRN RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 850 | Pooled Separate Account | — | — | $14K | 0.2% | |
| INVESCO INTERNATIONAL DIVERSIFIED R TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 043 | Pooled Separate Account | — | — | $8K | 0.1% | |
| INVESCO EQUITY AND INCOME RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 037 | Pooled Separate Account | — | — | $718 | <0.1% |