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Original filing (PDF)20251014150911NAL0001591043001
NTH DEGREE, INC.
Form 5500
FILING_RECEIVED
NTH DEGREE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
403
Accounts w/ balance
398
Plan assets (EOY)
$40.1M
Net assets (EOY)
$40.1M
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)
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 (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NTH DEGREE, INC..
Plan sponsor
Name
NTH DEGREE, INC.
EIN
36-4433179
Address
3237 SATELLITE BLVD, · BLDG 300, SUITE 600 · DULUTH, GA · 30096
Phone
(404) 259-8201
Industry
Constructionsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $62K | — |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | 42-1445429 | — | NONE | $10K | — |
Investments
24 direct securities · 1 pooled fund· $78.1M(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.
Uncategorized
$40.1M
24 holdings
Pooled Separate Account
$38.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $38.0M | 94.7% | |
| JPMorgan Large Cap Growth | — | — | — | $7.1M | 17.6% | |
| Standard Securian AM S&P 500 Index | — | — | — | $4.1M | 10.1% | |
| Vanguard LifeStrategy Growth | — | — | — | $3.1M | 7.9% | |
| Wellington Disciplined US Equity | — | — | — | $3.1M | 7.7% | |
| Vanguard LifeStrategy Conservative Growth | — | — | — | $2.8M | 6.9% | |
| Vanguard Equity-Income Admiral | — | — | — | $2.7M | 6.8% | |
| Vanguard LifeStrategy Moderate Growth | — | — | — | $2.4M | 5.9% | |
| Minnesota Life Insurance Company General Account | — | — | — | $1.7M | 4.3% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $1.6M | 4.1% | |
| Fidelity Large Cap Growth Index | — | — | — | $1.5M | 3.7% | |
| PGIM Total Return Bond Z | — | — | — | $1.3M | 3.2% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $1.3M | 3.2% | |
| Loomis Sayles Bond Instl | — | — | — | $1.3M | 3.1% | |
| Vanguard Extended Market Index Admiral | — | — | — | $1.2M | 3.1% | |
| Vanguard International Growth Admiral | — | — | — | $1.2M | 2.9% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $759K | 1.9% | |
| Dodge & Cox International Stock Fund | — | — | — | $743K | 1.9% | |
| Standard Securian AM Money Market | — | — | — | $560K | 1.4% | |
| Fidelity Large Cap Value Index | — | — | — | $466K | 1.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50%. - | — | — | — | $414K | 1.0% | |
| BlackRock Low Duration Bond Instl | — | — | — | $371K | 0.9% | |
| Cohen & Steers Cohen & Steers RE Securities A | — | — | — | $278K | 0.7% | |
| American Funds New World R6 | — | — | — | $187K | 0.5% | |
| PGIM Global Total Return R6 | — | — | — | $41K | 0.1% |
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