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Original filing (PDF)20250626153859NAL0005213155001
NORIX GROUP, INC.
Form 5500
FILING_RECEIVED
NORIX GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
129
Accounts w/ balance
148
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORIX GROUP, INC..
Plan sponsor
Name
NORIX GROUP, INC.
EIN
36-3257149
Address
ONE INNOVATION DR · WEST CHICAGO, IL · 60185
Phone
(630) 231-1331
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
2025-06-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
24 direct securities· $7.8M(98% of reported assets)
Uncategorized
$7.7M
23 holdings
Mutual Funds
$73K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | — | — | — | $1.0M | 12.7% | |
| MFS International Diversification R6 | — | — | — | $800K | 10.1% | |
| American Funds American Funds 2030 Target Date Retirement R6 | — | — | — | $798K | 10.1% | |
| JPMorgan Large Cap Value R6 | — | — | — | $545K | 6.9% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth I | — | — | — | $486K | 6.1% | |
| Putnam Income R6 | — | — | — | $406K | 5.1% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $394K | 5.0% | |
| American Funds American Funds 2040 Target Date Retirement R6 | — | — | — | $363K | 4.6% | |
| American Funds American Funds 2050 Target Date Retirement R6 | — | — | — | $347K | 4.4% | |
| DFA Investment Dimentional Group DFA US Small Cap I | — | — | — | $334K | 4.2% | |
| American Funds American Funds 2055 Target Date Retirement R6 | — | — | — | $293K | 3.7% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $288K | 3.6% | |
| American Funds American Funds 2035 Target Date Retirement R6 | — | — | — | $280K | 3.5% | |
| American Funds American Funds 2045 Target Date Retirement R6 | — | — | — | $247K | 3.1% | |
| American Funds American Funds 2025 Target Date Retirement R6 | — | — | — | $214K | 2.7% | |
| American Funds American Funds 2060 Target Date Retirement R6 | — | — | — | $212K | 2.7% | |
| Fidelity Investments Fidelity Total International Index | — | — | — | $186K | 2.3% | |
| PIMCO Income Institutional | — | — | — | $144K | 1.8% | |
| American Funds American Funds New World R6 | — | — | — | $129K | 1.6% | |
| Fully Benefit-Responsive Investment Contract * Empower Annuity Insurance Company of America Guaranteed Interest Fund | — | — | — | $90K | 1.1% | |
| American Funds American Funds 2010 Target Date Retirement R6 | Mutual Funds | — | — | $73K | 0.9% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $63K | 0.8% | |
| American Funds American Funds 2020 Target Date Retirement R6 | — | — | — | $51K | 0.6% | |
| American Funds American Funds 2065 Target Date Retirement R6 | — | — | — | $43K | 0.5% |
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