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Original filing (PDF)20260113084459NAL0027677506001
NORTHERN CONCRETE PIPE, INC.
Form 5500
FILING_RECEIVED
NORTHERN CONCRETE PIPE 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
197
Accounts w/ balance
197
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
1 pooled trust
Schedule D
23 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 NORTHERN CONCRETE PIPE, INC..
Plan sponsor
Name
NORTHERN CONCRETE PIPE, INC.
EIN
38-1575052
Address
401 KELTON ST. · BAY CITY, MI · 48706
Phone
(989) 892-3545
Industry
Manufacturingsee all
Plan administrator
Name
FIDELITY WORKPLACE SERVICES LLC
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
YEO YEO PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | ADVISOR | $22K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | — | $6K | — |
Investments
23 direct securities · 1 pooled fund· $19.2M(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
$19.1M
22 holdings
Mutual Funds
$93K
1 holding
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Massachusetts Financial Services Company MFS Lifetime 2030 R6 | — | — | — | $3.4M | 17.2% | |
| Massachusetts Financial Services Company MFS Lifetime 2025 R6 | — | — | — | $2.8M | 14.3% | |
| Money Market Vanguard Cash Reserves Federal Money Market | — | — | — | $2.6M | 13.2% | |
| Massachusetts Financial Services Company MFS Lifetime 2035 R6 | — | — | — | $2.1M | 10.7% | |
| Massachusetts Financial Services Company MFS Lifetime 2045 R6 | — | — | — | $1.7M | 8.7% | |
| Massachusetts Financial Services Company MFS Lifetime 2040 R6 | — | — | — | $1.6M | 8.2% | |
| Massachusetts Financial Services Company MFS Lifetime 2050 R6 | — | — | — | $1.2M | 6.0% | |
| Fidelity Management & Research Company LLC 500 Index Fund | — | — | — | $726K | 3.7% | |
| Massachusetts Financial Services Company MFS Lifetime Inc R6 | — | — | — | $670K | 3.4% | |
| Massachusetts Financial Services Company MFS Lifetime 2055 R6 | — | — | — | $441K | 2.3% | |
| J.P. Morgan Investment Management, Inc. JPMorgan Large Cap Growth | — | — | — | $274K | 1.4% | |
| Fidelity Management & Research Company LLC FID Growth DISC K | — | — | — | $270K | 1.4% | |
| Massachusetts Financial Services Company MFS Lifetime 2060 R6 | — | — | — | $253K | 1.3% | |
| Pacific Investment Management Company, LLC PIMCO Income Fund | — | — | — | $221K | 1.1% | |
| Dodge & Cox Dodge & Cox Income X | — | — | — | $219K | 1.1% | |
| Fidelity Management & Research Company LLC Fidelity Mid Cap Index Fund | — | — | — | $214K | 1.1% | |
| Massachusetts Financial Services Company MFS Lifetime 2065 R6 | — | — | — | $146K | 0.7% | |
| Massachusetts Financial Services Company MFS Intl Divrsn R6 | — | — | — | $129K | 0.7% | |
| Fidelity Management & Research Company LLC Small Cap Index Fund | — | — | — | $99K | 0.5% | |
| AMG Funds LLC AMG TimeSquare Mid Cap Growth Fund | Mutual Funds | — | — | $93K | 0.5% | |
| Dimensional Fund Advisors LP DFA US Target Value Fund | — | — | — | $36K | 0.2% | |
| Allspring Funds Management, LLC Allspring Special Mid Cap Value | — | — | — | $27K | 0.1% | |
| Wasatch Advisors LP Wasatch Core GR INST | — | — | — | $27K | 0.1% | |
| BLACKROCK U.S. TIPS INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |