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Original filing (PDF)20251014082717NAL0003374528001
NEDERVELD , INC
Form 5500
FILING_RECEIVED
NEDERVELD , INC. 401 (K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
253
Accounts w/ balance
262
Plan assets (EOY)
$22.7M
Net assets (EOY)
$22.7M
How this plan invests
This plan
29 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEDERVELD , INC.
Plan sponsor
Name
NEDERVELD , INC
EIN
38-2226643
Address
217 GRANDVILLE AVE. STE 302 · GRAND RAPIDS, MI · 49503
Phone
(616) 575-5190
Industry
Professional & Technical Servicessee 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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | NONE | $55K | — |
| CENTENNIAL SECURITIES COMPANY INC | 38-2214928 | — | NONE | $22K | — |
| ERP SOUTHWEST LLC | 92-1711496 | — | NONE | $2K | — |
Investments
29 direct securities· $22.1M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $3.4M | 15.1% | |
| Vanguard Information Technology Index Admiral | — | — | — | $2.6M | 11.6% | |
| American Funds 2050 Target Date Retire R4 | — | — | — | $2.2M | 9.5% | |
| JPMorgan Global Allocation SEL | — | — | — | $1.7M | 7.4% | |
| Vanguard PRIMECAP Admiral | — | — | — | $1.4M | 6.3% | |
| T. Rowe Price Capital Appreciation I | — | — | — | $1.4M | 6.2% | |
| American Funds 2040 Target Date Retire R4 | — | — | — | $1.2M | 5.4% | |
| Vanguard Health Care Admiral | — | — | — | $1.0M | 4.5% | |
| Dodge & Cox Stock | — | — | — | $970K | 4.3% | |
| Neuberger Berman Genesis TR | — | — | — | $761K | 3.4% | |
| American Funds 2035 Target Date Retire R4 | — | — | — | $668K | 2.9% | |
| Vanguard Small Cap Index Adm | — | — | — | $627K | 2.8% | |
| American Funds New World R4 | — | — | — | $605K | 2.7% | |
| American Funds 2030 Target Date Retire R4 | — | — | — | $506K | 2.2% | |
| American Funds 2045 Target Date Retire R4 | — | — | — | $445K | 2.0% | |
| Transamerica Trust Company Money market fund - Vanguard Treasury Money Market | — | — | — | $375K | 1.7% | |
| Transamerica Trust Company American Funds Capital World Growth & Income R4 | — | — | — | $365K | 1.6% | |
| Fidelity Extended Market Index Fund | — | — | — | $358K | 1.6% | |
| American Funds 2060 Target Date Retire R4 | — | — | — | $316K | 1.4% | |
| PIMCO Income Admiral | — | — | — | $262K | 1.2% | |
| Fidelity Contrafund K6 | — | — | — | $238K | 1.0% | |
| Fidelity International Index Fund | — | — | — | $222K | 1.0% | |
| American Funds 2055 Target Date Retire R4 | — | — | — | $113K | 0.5% | |
| Participants Participant notes receivable bearing interest at rates ranging from 4.25 to 9.5 percent - | — | — | — | $109K | 0.5% | |
| Vanguard Inflation-Protected Secs Inv | — | — | — | $98K | 0.4% | |
| American Funds New Perspective R6 | — | — | — | $52K | 0.2% | |
| Fidelity Low-Priced Stock K6 | — | — | — | $35K | 0.2% | |
| American Funds 2065 Trgt Date Retire R6 | — | — | — | $16K | <0.1% | |
| Vanguard GNMA Inv | — | — | — | $2K | <0.1% |
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