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Original filing (PDF)20251015145541NAL0004909233001
NATOLI ENGINEERING COMPANY, INC.
Form 5500
FILING_RECEIVED
NATOLI ENGINEERING EMPLOYEES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
295
Accounts w/ balance
206
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 70% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (35 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATOLI ENGINEERING COMPANY, INC..
Plan sponsor
Name
NATOLI ENGINEERING COMPANY, INC.
EIN
36-2768378
Address
28 RESEARCH PARK CIRCLE · ST. CHARLES, MO · 63304
Phone
(636) 926-8900
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
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)
Audit & trust (Schedule H)
Auditor
KIEFER BONFANTI & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KIEFER BONFANTI & CO. LLP | 43-1061959 | — | ACCOUNTANT/AUDITOR | $10K | — |
Investments
24 direct securities · 1 pooled fund· $9.2M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$9.2M
24 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 K6 | — | — | — | $1.9M | 19.9% | |
| Fidelity Freedom 2040 K6 | — | — | — | $1.4M | 14.8% | |
| Fidelity Freedom 2035 K6 | — | — | — | $1.2M | 13.3% | |
| Fidelity Freedom 2025 K6 | — | — | — | $1.1M | 11.4% | |
| Fidelity Freedom 2045 K6 | — | — | — | $709K | 7.6% | |
| Fidelity Freedom 2015 K6 | — | — | — | $566K | 6.1% | |
| Fidelity Freedom 2050 K6 | — | — | — | $498K | 5.3% | |
| Fidelity 500 Index | — | — | — | $377K | 4.0% | |
| Fidelity Freedom 2020 K6 | — | — | — | $349K | 3.7% | |
| Fidelity Freedom 2055 K6 | — | — | — | $247K | 2.6% | |
| Fidelity Freedom 2060 K6 | — | — | — | $220K | 2.4% | |
| Fidelity Freedom 2065 K6 | — | — | — | $180K | 1.9% | |
| Fidelity Mid Cap Index | — | — | — | $90K | 1.0% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $76K | 0.8% | |
| PGIM Total Return Bond R6 | — | — | — | $70K | 0.7% | |
| JPMorgan Equity Income R6 | — | — | — | $44K | 0.5% | |
| Janus Henderson Global Equity Income I | — | — | — | $40K | 0.4% | |
| Fidelity U.S. Bond Index | — | — | — | $40K | 0.4% | |
| Fidelity Small Cap Index | — | — | — | $38K | 0.4% | |
| Fidelity International Index | — | — | — | $34K | 0.4% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $31K | 0.3% | |
| American Century Mid Cap Value R6 | — | — | — | $8K | <0.1% | |
| Franklin Small Cap Value R6 | — | — | — | $3K | <0.1% | |
| American Century Small Cap Growth R6 | — | — | — | $2K | <0.1% | |
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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