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Original filing (PDF)20251013104814NAL0000505171001
NSF INTERNATIONAL
Form 5500
FILING_RECEIVED
NSF INTERNATIONAL 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,066
Accounts w/ balance
1,521
Plan assets (EOY)
$170.1M
Net assets (EOY)
$170.1M
How this plan invests
This plan
17 pooled trusts
Schedule D
36 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 (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NSF INTERNATIONAL.
Plan sponsor
Name
NSF INTERNATIONAL
EIN
38-1428955
Address
789 N DIXBORO RD · ANN ARBOR, MI · 48105
Phone
(734) 769-8010
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $114K | — |
Investments
20 direct securities · 17 pooled funds· $170.9M(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.
Common Collective Trust
$121.0M
17 holdings
Uncategorized
$49.9M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $22.7M | 13.3% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $20.9M | 12.3% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $17.6M | 10.3% | |
| Fidelity 500 Index Fund | — | — | — | $16.6M | 9.8% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $14.2M | 8.4% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $12.1M | 7.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $9.5M | 5.6% | |
| Fidelity Contrafund Fund | — | — | — | $9.4M | 5.5% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $8.2M | 4.8% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $4.0M | 2.3% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.8M | 2.3% | |
| Vanguard FTSE Social Index Fund | — | — | — | $3.7M | 2.2% | |
| T. Rowe Price QM U.S. Small-Cap Growth Equity Fund | — | — | — | $3.0M | 1.8% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.5M | 1.5% | |
| Fidelity Extended Market Index Fund | — | — | — | $2.3M | 1.4% | |
| Vanguard International Growth Fund | — | — | — | $2.2M | 1.3% | |
| PIMCO Income Fund Institutional Class | — | — | — | $1.9M | 1.1% | |
| T. Rowe Price Institutional Mid-Cap Equity Growth | — | — | — | $1.8M | 1.0% | |
| T. Rowe Price Trust Company American Beacon Small Cap Value Fund | — | — | — | $1.6M | 1.0% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.9% | |
| JPMorgan Mid Cap Value Fund | — | — | — | $1.4M | 0.8% | |
| FIAM CORE PLUS CIT CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $1.3M | 0.8% | |
| Participants Participant notes receivable bearing interest at rates ranging from 4.25 to 9.50 percent - | — | — | — | $1.2M | 0.7% | |
| John Hancock Disciplined Value Trust P1 Fund | — | — | — | $1.1M | 0.6% | |
| JHANCOCK DISCIPL VAL TRUST P1 JHTC COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 037 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| Vanguard Inflation-Protected Securities Fund | — | — | — | $956K | 0.6% | |
| GREAT GRAY TR EUROPAC GRWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $926K | 0.5% | |
| Principal Real Est SEC FD R-6 | — | — | — | $861K | 0.5% | |
| Driehaus Emerging Markets GR INST | — | — | — | $747K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $554K | 0.3% | |
| Vanguard TTL INT Stock IND ADM | — | — | — | $269K | 0.2% | |
| Fidelity Strategic Real Return Fund | — | — | — | $265K | 0.2% | |
| John Hancock DISC Value INTL R6 | — | — | — | $244K | 0.1% | |
| Fidelity US Bond Index Fund | — | — | — | $221K | 0.1% | |
| T. Rowe Price Government Money Fund | — | — | — | $184K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $93K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $75K | <0.1% |
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