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Original filing (PDF)20250916084033NAL0002337312001
NEUCO, INC.
Form 5500
FILING_RECEIVED
NEUCO, INC. 401(K) PLAN
401(k) retirement plan
Active participants
239
Accounts w/ balance
234
Plan assets (EOY)
$41.9M
Net assets (EOY)
$41.9M
How this plan invests
This plan
25 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
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEUCO, INC..
Plan sponsor
Name
NEUCO, INC.
EIN
36-6099797
Address
515 W. CROSSROADS PARKWAY · BOLINGBROOK, IL · 60440
Phone
(630) 960-3800
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2A · Age/service weighted or new comparability
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
DHJJ, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $28K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKD LLP | — | SPRINGFIELD, MO | CONTRACT ADMIN | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
Investments
25 direct securities· $41.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity US Bond Index | — | — | — | $6.4M | 15.2% | |
| Empower Annuity Insurance EI Fixed Account - Series Class III | — | — | — | $5.4M | 12.9% | |
| Fidelity 500 Index | — | — | — | $5.3M | 12.8% | |
| Fidelity Freedom Index 2050 Premier | — | — | — | $3.5M | 8.4% | |
| Fidelity Freedom Index income Premier | — | — | — | $3.3M | 7.9% | |
| Fidelity Freedom Index 2045 Premier | — | — | — | $2.9M | 6.9% | |
| Fidelity Freedom Index 2030 Premier | — | — | — | $2.8M | 6.7% | |
| Fidelity Freedom Index 2055 Premier | — | — | — | $1.8M | 4.3% | |
| Fidelity Freedom Index 2025 Premier | — | — | — | $1.5M | 3.5% | |
| Fidelity Total International Index | — | — | — | $1.4M | 3.4% | |
| Fidelity Mid Cap Index | — | — | — | $1.2M | 3.0% | |
| Fidelity Small Cap Index | — | — | — | $1.2M | 2.8% | |
| Empower Self-directed brokerage accounts | — | — | — | $973K | 2.3% | |
| Fidelity Emerging Markets | — | — | — | $821K | 2.0% | |
| Fidelity Freedom Index 2040 Premier | — | — | — | $792K | 1.9% | |
| Fidelity Freedom Index 2060 Premier | — | — | — | $627K | 1.5% | |
| Fidelity Freedom Index 2065 Premier | — | — | — | $484K | 1.2% | |
| Participant loans 4.25% - 9.50% -0- | — | — | — | $411K | 1.0% | |
| PIMCO Income Instl | — | — | — | $210K | 0.5% | |
| Fidelity Freedom Index 2035 Premier | — | — | — | $124K | 0.3% | |
| Blackrock Inflation Protected Bond Fund Class K | — | — | — | $84K | 0.2% | |
| Fidelity Advisor International Growth Z | — | — | — | $66K | 0.2% | |
| JP Morgan US Value R6 | — | — | — | $49K | 0.1% | |
| AllianceBernstein AB Large Cap Growth Fund | — | — | — | $37K | <0.1% | |
| Fidelity Small Cap Growth K6 | — | — | — | $10K | <0.1% |
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