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Original filing (PDF)20250820063822NAL0003001425001
NLUC, PLLC
Form 5500
FILING_RECEIVED
NEXT LEVEL 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
781
Accounts w/ balance
559
Plan assets (EOY)
$24.2M
Net assets (EOY)
$24.2M
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 (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NLUC, PLLC.
Plan sponsor
Name
NLUC, PLLC
EIN
35-2470800
Address
5718 WESTHEIMER RD · SUITE 1800 · HOUSTON, TX · 77057
Phone
(281) 515-3300
Industry
Health Care & Social Assistancesee all
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
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
ROBERTSON & ROBERTSON PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Fidelity® 500 Index Fund | — | — | — | $4.2M | 17.2% | |
| Fidelity Freedom® Index 2035 Fund Institutional Premium Class | — | — | — | $3.2M | 13.1% | |
| Fidelity Freedom® Index 2050 Fund Institutional Premium Class | — | — | — | $2.6M | 10.9% | |
| Fidelity Freedom® Index 2055 Fund Institutional Premium Class | — | — | — | $2.3M | 9.6% | |
| Fidelity Freedom® Index 2045 Fund Institutional Premium Class | — | — | — | $1.7M | 7.1% | |
| Fidelity Fidelity® Blue Chip Growth K6 Fund | — | — | — | $1.4M | 5.6% | |
| Fidelity Freedom® Index 2040 Fund Institutional Premium Class | — | — | — | $1.3M | 5.5% | |
| Fidelity Fidelity® Mid Cap Index Fund | — | — | — | $895K | 3.7% | |
| Fidelity Fidelity® Global ex U.S. Index Fund | — | — | — | $724K | 3.0% | |
| Capital Research and Management Company American Funds American Mutual Fund® Class R-6 | — | — | — | $642K | 2.6% | |
| Fidelity Freedom® Index 2060 Fund Institutional Premium Class | — | — | — | $635K | 2.6% | |
| Fidelity Freedom® Index 2030 Fund Institutional Premium Class | — | — | — | $568K | 2.3% | |
| Fidelity Fidelity® U.S. Bond Index Fund | — | — | — | $559K | 2.3% | |
| Fidelity Fidelity® Small Cap Index Fund | — | — | — | $543K | 2.2% | |
| Participant Loans Interest rates ranging from 5.25% to -0- | — | — | — | $452K | 1.9% | |
| Fidelity Fidelity® Small Cap Growth K6 Fund | — | — | — | $432K | 1.8% | |
| Fidelity Freedom® Index 2025 Fund Institutional Premium Class | — | — | — | $300K | 1.2% | |
| Allspring Funds Management, LLC Allspring Special Small Cap Value Fund - Class R6 | — | — | — | $275K | 1.1% | |
| Fidelity Freedom® Index 2065 Fund Institutional Premium Class | — | — | — | $275K | 1.1% | |
| Legg Mason Partners Fund Advisor, LLC Martin Currie Emerging Markets Fund Class IS | — | — | — | $243K | 1.0% | |
| Fidelity Fidelity® Total Bond K6 Fund | — | — | — | $215K | 0.9% | |
| Fidelity Fidelity® Government Money Market Fund Class K6 | — | — | — | $199K | 0.8% | |
| Fidelity Freedom® Index Income Fund Institutional Premium | — | — | — | $151K | 0.6% | |
| Cohen & Steers Capital Management, Inc. Cohen & Steers Realty Shares Fund Class Z | — | — | — | $141K | 0.6% | |
| Fidelity Freedom® Index 2020 Fund Institutional Premium Class | — | — | — | $130K | 0.5% | |
| Fidelity Fidelity® Inflation-Protected Bond Index Fund | — | — | — | $38K | 0.2% | |
| Fidelity Freedom® Index 2010 Fund Institutional Premium Class | — | — | — | $18K | <0.1% | |
| Massachusetts Financial Services Company MFS Mid Cap Value Fund Class R6 | — | — | — | $18K | <0.1% | |
| Massachusetts Financial Services Company MFS Mid Cap Growth Fund Class R6 | — | — | — | $14K | <0.1% | |
| Fidelity Fidelity® International Capital Appreciation K6 Fund | — | — | — | $13K | <0.1% | |
| American Century Investment Management Inc American Century Sustainable Equity Fund R6 Class | — | — | — | $11K | <0.1% |