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Original filing (PDF)20250902115632NAL0014227201001
NOG, INC.
Form 5500
FILING_RECEIVED
NOG, INC. 401(K) PLAN
401(k) retirement plan
Active participants
70
Accounts w/ balance
156
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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
Helping the score
- Below-peer total fees (27 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOG, INC..
Plan sponsor
Name
NOG, INC.
EIN
39-1962319
Address
N56W24600 N CORPORATE CIRCLE · SUSSEX, WI · 53089
Phone
(414) 294-3000
Industry
Manufacturingsee 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
2025-09-02
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
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $22K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
24 direct securities · 1 pooled fund· $8.1M(99% 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.
Uncategorized
$7.8M
24 holdings
Common Collective Trust
$310K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2025 Fund I T. Rowe Price Retirement 2025 Fund I 1,611,726.49 | — | — | $1.6M | $1.7M | 20.8% | |
| T. Rowe Price Retirement 2040 Fund I T. Rowe Price Retirement 2040 Fund I 1,238,994.14 | — | — | $1.2M | $1.4M | 16.6% | |
| T. Rowe Price Retirement 2030 Fund I T. Rowe Price Retirement 2030 Fund I | — | — | $479K | $507K | 6.2% | |
| T. Rowe Price Retirement 2045 Fund I T. Rowe Price Retirement 2045 Fund I | — | — | $436K | $478K | 5.9% | |
| Columbia Total Return Bond Fund Instl Columbia Total Return Bond Fund Instl 404,725.53 | — | — | $405K | $401K | 4.9% | |
| T. Rowe Price Retirement 2035 Fund I T. Rowe Price Retirement 2035 Fund I | — | — | $351K | $380K | 4.7% | |
| T. Rowe Price Retirement 2055 Fund I T. Rowe Price Retirement 2055 Fund I | — | — | $336K | $369K | 4.5% | |
| Vanguard 500 Index Admiral Vanguard 500 Index Admiral | — | — | $287K | $351K | 4.3% | |
| T. Rowe Price Retirement 2050 Fund I T. Rowe Price Retirement 2050 Fund I | — | — | $288K | $315K | 3.9% | |
| ONEAMERICA STABLE VALUE FUND MIDWEST INSTITUTIONAL TRUST SERVICES · EIN 39-6490536 / PN 001 | Common Collective Trust | — | $310K | $310K | 3.8% | |
| Vanguard Total Intl Stock Index Admiral Vanguard Total Intl Stock Index Admir | — | — | $304K | $308K | 3.8% | |
| T. Rowe Price Retirement 2060 Fund I T. Rowe Price Retirement 2060 Fund I | — | — | $215K | $234K | 2.9% | |
| Vanguard Equity-Income Adm Vanguard Equity-Income Adm | — | — | $204K | $213K | 2.6% | |
| Columbia Capital Allocation Aggressive Portfolio Instl Columbia Capital Allocation Aggressiv | — | — | $213K | $200K | 2.5% | |
| T. Rowe Price Growth Stock I T. Rowe Price Growth Stock I | — | — | $155K | $185K | 2.3% | |
| Value of Interest in Registered Investment Companies Columbia Capital Alloc Mod Agrsv Inst Columbia Capital Alloc Mod Agrsv Inst 140,677.56 | — | — | $141K | $134K | 1.6% | |
| Vanguard Mid Cap Index Admiral Vanguard Mid Cap Index Admiral | — | — | $106K | $120K | 1.5% | |
| Vanguard Mid-Cap Growth Index Admiral Vanguard Mid-Cap Growth Index Admiral 99,420.19 | — | — | $99K | $114K | 1.4% | |
| Vanguard Small Cap Index Adm Vanguard Small Cap Index Adm | — | — | $98K | $110K | 1.4% | |
| VALUE Participant Loans Master Participant Loan Master Participant Loan | — | — | $76K | $76K | 0.9% | |
| Columbia Fds Ser Tr II Mass Capital Alloc I Columbia Fds Ser Tr II Mass Capital A | — | — | $69K | $68K | 0.8% | |
| Vanguard Small Cap Growth Index Admiral Vanguard Small Cap Growth Index Admir 56,963.06 | — | — | $57K | $66K | 0.8% | |
| T. Rowe Price Retirement 2065 Fund I T. Rowe Price Retirement 2065 Fund I | — | — | $42K | $46K | 0.6% | |
| T. Rowe Price Mid-Cap Value I T. Rowe Price Mid-Cap Value I | — | — | $29K | $29K | 0.4% | |
| Columbia Capital Allocation Mod Inst Columbia Capital Allocation Mod Inst | — | — | $25K | $24K | 0.3% |
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