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Original filing (PDF)20251015141702NAL0006390480001
N SOLUTION LLC
Form 5500
FILING_RECEIVED
N SOLUTION LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 2
48% in single holdingNo recordkeeper disclosed
Active participants
272
Accounts w/ balance
128
Plan assets (EOY)
$195K
Net assets (EOY)
$195K
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
76
Total plan cost
75
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "Nuveen Nuveen Lifecycle Index 2015 Fund R6 ** 25 Nuveen Nuveen Lifecycle Index 2020 Fund R6 ** 12 Nuveen Nuveen Lifecycle Index 2025 Fund R6" is 48% of plan.
- No recordkeeper disclosed on Schedule C.
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for N SOLUTION LLC.
Plan sponsor
Name
N SOLUTION LLC
EIN
38-3757890
Address
1100 TRANCAS ST STE 105 · NAPA, CA · 945582904
Phone
(707) 334-8354
Industry
All Other Professional Services· 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCOTT MILLER CPA AND ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
16 direct securities· $195K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2015 Fund R6 ** 25 Nuveen Lifecycle Index 2020 Fund R6 ** 12 Nuveen Lifecycle Index 2025 Fund R6 | — | — | — | $94K | 48.0% | |
| Nuveen Lifecycle Index 2030 Fund R6 ** 9 Nuveen Lifecycle Index 2035 Fund R6 | — | — | — | $24K | 12.4% | |
| Nuveen Lifecycle Index 2040 Fund R6 | — | — | — | $19K | 9.8% | |
| Empower Trust Company Empower US Government Securities Fund Institutional ** 1 Federated Hermes Federated Hermes US Treasury Cash Reserves Institutional | — | — | — | $8K | 4.2% | |
| Nuveen Lifecycle Index 2045 Fund R6 | — | — | — | $6K | 3.1% | |
| Participant Loans Interest rate at 9.25% | — | — | — | $6K | 2.9% | |
| Nuveen Lifecycle Index 2055 Fund R6 ** 209 Nuveen Lifecycle Index 2060 Fund R6 | — | — | — | $6K | 2.9% | |
| Nuveen Lifecycle Index 2050 Fund R6 | — | — | — | $5K | 2.8% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $5K | 2.6% | |
| Vanguard Growth & Income Fund Admiral | — | — | — | $4K | 2.2% | |
| Vanguard Explorer Fund Admiral | — | — | — | $4K | 2.0% | |
| PGIM Investments PGIM High Yield Fund R6 ** 3 Schwab Funds Schwab S&P 500 Index Fund | — | — | — | $4K | 1.8% | |
| MFS Massachusetts Investors Growth Stock Fund R6 | — | — | — | $3K | 1.5% | |
| Vanguard Mid-Cap Index Fund Admiral | — | — | — | $3K | 1.4% | |
| Schwab Funds Schwab Treasury Inflation Protected Sec Index Fund ** 1 Vanguard Equity Income Fund Admiral | — | — | — | $2K | 1.3% | |
| MFS International Growth Fund R6 | — | — | — | $2K | 1.1% |
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