How big is NLUC, PLLC's plan?

NLUC, PLLC's plan reported $24.2M in assets and 781 participants for 2024.

Original filing (PDF)20250820063822NAL0003001425001

NLUC, PLLC

Name: NLUC, PLLC — Next Level 401(k) Plan, Form 5500 (2024)
Creator: NLUC, PLLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Next Level 401(k) Plan

401(k) retirement plan · NLUC, PLLC's Next Level 401(k) Plan held $24.2M in plan assets for 781 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

781

Accounts w/ balance

559

Plan assets (EOY)

$24.2M

Net assets (EOY)

$24.2M

People on this filing

JEAN Moloney signed NLUC, PLLC's 2024 Form 5500 as plan administrator.

JEAN Moloney — 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

NLUC, PLLC's EIN is 35-2470800.

EIN 35-2470800

Plan number 001

Plan year 2024

ACK ID 20250820063822NAL0003001425001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

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

Delinquent participant contributions reported (Schedule H 4a) — 1207K (23% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Below-peer total plan cost (88th percentile).

Plan sponsor

Name

NLUC, PLLC

EIN

all filings

Address

5718 WESTHEIMER RD · SUITE 1800 · HOUSTON, TX · 77057

Phone

(281) 515-3300

Industry

Health Care & Social Assistance

Plan administrator

Name

FIDELITY WORKPLACE SERVICES LLC

EIN

04-3532603

City

COVINGTON, KY

Phone

(859) 386-4199

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-20

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2E · Profit-sharing

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY WORKPLACE SERVICES LLC	04-3532603	—	PLAN ADMINISTRATOR	$7K	—

Investments

31 direct securities· $24.2M(100% of reported assets)

Mutual Funds

$16.2M

20 holdings

Common Collective Trusts

$6.9M

6 holdings

Other securities

$518K

2 holdings

Bonds / Notes

$452K

1 holding

Common Stocks

$152K

2 holdings

					% of plan
Fidelity Fidelity® 500 Index Fund	Common Collective Trusts	—	—	$4.2M	17.2%
Fidelity Freedom® Index 2035 Fund Institutional Premium Class	Mutual Funds	—	—	$3.2M	13.1%
Fidelity Freedom® Index 2050 Fund Institutional Premium Class	Mutual Funds	—	—	$2.6M	10.9%
Fidelity Freedom® Index 2055 Fund Institutional Premium Class	Mutual Funds	—	—	$2.3M	9.6%
Fidelity Freedom® Index 2045 Fund Institutional Premium Class	Mutual Funds	—	—	$1.7M	7.1%
Fidelity Fidelity® Blue Chip Growth K6 Fund	Mutual Funds	—	—	$1.4M	5.6%
Fidelity Freedom® Index 2040 Fund Institutional Premium Class	Mutual Funds	—	—	$1.3M	5.5%
Fidelity Fidelity® Mid Cap Index Fund	Common Collective Trusts	—	—	$895K	3.7%
Fidelity Fidelity® Global ex U.S. Index Fund	Common Collective Trusts	—	—	$724K	3.0%
Capital Research and Management Company American Funds American Mutual Fund® Class R-6	Mutual Funds	—	—	$642K	2.6%
Fidelity Freedom® Index 2060 Fund Institutional Premium Class	Mutual Funds	—	—	$635K	2.6%
Fidelity Freedom® Index 2030 Fund Institutional Premium Class	Mutual Funds	—	—	$568K	2.3%
Fidelity Fidelity® U.S. Bond Index Fund	Common Collective Trusts	—	—	$559K	2.3%
Fidelity Fidelity® Small Cap Index Fund	Common Collective Trusts	—	—	$543K	2.2%
Participant Loans Interest rates ranging from 5.25% to -0-	Bonds / Notes	—	—	$452K	1.9%
Fidelity Fidelity® Small Cap Growth K6 Fund	Mutual Funds	—	—	$432K	1.8%
Fidelity Freedom® Index 2025 Fund Institutional Premium Class	Mutual Funds	—	—	$300K	1.2%
Allspring Funds Management, LLC Allspring Special Small Cap Value Fund - Class R6	Other securities	—	—	$275K	1.1%
Fidelity Freedom® Index 2065 Fund Institutional Premium Class	Mutual Funds	—	—	$275K	1.1%
Legg Mason Partners Fund Advisor, LLC Martin Currie Emerging Markets Fund Class IS	Other securities	—	—	$243K	1.0%
Fidelity Fidelity® Total Bond K6 Fund	Mutual Funds	—	—	$215K	0.9%
Fidelity Fidelity® Government Money Market Fund Class K6	Mutual Funds	—	—	$199K	0.8%
Fidelity Freedom® Index Income Fund Institutional Premium	Mutual Funds	—	—	$151K	0.6%
Cohen & Steers Capital Management, Inc. Cohen & Steers Realty Shares Fund Class Z	Common Stocks	—	—	$141K	0.6%
Fidelity Freedom® Index 2020 Fund Institutional Premium Class	Mutual Funds	—	—	$130K	0.5%
Fidelity Fidelity® Inflation-Protected Bond Index Fund	Common Collective Trusts	—	—	$38K	0.2%
Fidelity Freedom® Index 2010 Fund Institutional Premium Class	Mutual Funds	—	—	$18K	<0.1%
Massachusetts Financial Services Company MFS Mid Cap Value Fund Class R6	Mutual Funds	—	—	$18K	<0.1%
Massachusetts Financial Services Company MFS Mid Cap Growth Fund Class R6	Mutual Funds	—	—	$14K	<0.1%
Fidelity Fidelity® International Capital Appreciation K6 Fund	Mutual Funds	—	—	$13K	<0.1%
American Century Investment Management Inc American Century Sustainable Equity Fund R6 Class	Common Stocks	—	—	$11K	<0.1%