Back to filter
Original filing (PDF)20251010160744NAL0013492352001
NERCON ENG. & MFG.INC.
Form 5500
FILING_RECEIVED
NERCON ENG. & MFG. INC .RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
54% in single holding
Active participants
124
Accounts w/ balance
148
Plan assets (EOY)
$31.9M
Net assets (EOY)
$31.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: HARBOR CAPITAL APPRECIATION CIT (extraction pending)]" is 54% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NERCON ENG. & MFG.INC..
Plan sponsor
Name
NERCON ENG. & MFG.INC.
EIN
39-1257432
Address
600 S. COMMERCIAL ST. · NEENAH, WI · 54956
Phone
(844) 293-2814
Industry
Manufacturingsee 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
2025-10-10
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KERBERROSESC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $68K | — |
Investments
1 direct security · 2 pooled funds· $2.0M(6% 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
$1.3M
2 holdings
Uncategorized
$690K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: HARBOR CAPITAL APPRECIATION CIT (extraction pending)] | — | — | — | $690K | 2.2% | |
| HARB CAP APPR CIT 5 HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $690K | 2.2% | |
| MFS LARGE CP VAL MSG GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $596K | 1.9% |
Related plans
Other plans using MORGAN STANLEY SMITH BARNEY LLC
VALERO ENERGY CORPORATION
VALERO ENERGY CORPORATION PENSION PLAN
$2.6B · 6,554 participants
TRUSTEES OF OHIO CARPENTERS' PENSION PLAN
OHIO CARPENTERS' PENSION PLAN
$2.1B · 12,519 participants
BOARD OF TRUSTEES SEAFARERS PENSION PLAN
SEAFARERS PENSION PLAN
$2.1B · 7,295 participants
BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIO
ANNUITY FD OF THE IUOE LOCAL UNION 94, 94A, 94B AFL-CIO
$1.8B · 5,885 participants
BOARD OF TRUSTEES H&GL LOCAL UNIONS 472 & 172 OF NJ PENSION FUND
HEAVY AND GENERAL LABORERS' LOCAL UNIONS 472 AND 172 OF NEW JERSEY PENSION FUND
$1.8B · 7,670 participants
COVINGTON & BURLING LLP
COVINGTON & BURLING RETIREMENT SAVINGS PLAN
$1.7B · 2,086 participants
Similar-size Manufacturing plans
READING BAKERY SYSTEMS
READING BAKERY SYSTEMS EMPLOYEES' PROFIT SHARING TRUST
$31.9M · 250 participants
DEMA ENGINEERING CO.
DEMA ENGINEERING CO. 401K PLAN
$32.3M · 102 participants
UTICA ENTERPRISES, INC.
UTICA ENTERPRISES, INC. 401(K) PLAN
$32.4M · 177 participants
THE TIMKEN COMPANY
THE TIMKEN COMPANY PENSION PLAN
$32.6M · 79 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS KEO PENSION PLAN
$32.8M · 81 participants
GARDNER DENVER, INC.
GARDNER DENVER, INC PENSION PLAN
$30.8M · 169 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B