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Original filing (PDF)20251009140640NAL0003637763001
NORICAN GROUP US
Form 5500
FILING_RECEIVED
NORICAN GROUP US 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
234
Accounts w/ balance
337
Plan assets (EOY)
$36.2M
Net assets (EOY)
$36.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
26 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 NORICAN GROUP US.
Plan sponsor
Name
NORICAN GROUP US
EIN
41-2084532
Address
1606 EXECUTIVE DRIVE · LAGRANGE, GA · 30240
Phone
(706) 884-6884
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $50K | — |
| CREATIVE PLANNING | 84-4519624 | — | NONE | $48K | — |
| PLANTE & MORAN PLLC | 38-1357951 | — | NONE | $10K | — |
Investments
23 direct securities · 2 pooled funds· $34.6M(96% 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
$32.1M
23 holdings
Common Collective Trust
$2.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard** Target Retirement 2035 Fund | — | — | — | $5.7M | 15.9% | |
| Target Retirement 2030 Fund | — | — | — | $5.5M | 15.2% | |
| Target Retirement 2040 Fund | — | — | — | $3.5M | 9.6% | |
| Target Retirement 2025 Fund | — | — | — | $2.8M | 7.8% | |
| 500 Index Fund Admiral Shares | — | — | — | $2.8M | 7.8% | |
| Target Retirement 2020 Fund | — | — | — | $2.5M | 6.8% | |
| AB US LARGE CAP GRW CIT (W SERIES) WILMINGTON TRUST INVESTMENT MANAGEMENT · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $2.3M | 6.5% | |
| Vanguard** Money market fund - Vanguard Treasury Money Market Fund | — | — | — | $2.3M | 6.4% | |
| Target Retirement 2045 Fund | — | — | — | $2.1M | 5.7% | |
| Target Retirement 2055 Fund | — | — | — | $1.2M | 3.2% | |
| Target Retirement 2050 Fund | — | — | — | $1.0M | 2.8% | |
| JPMorgan Equity Income Fund | — | — | — | $629K | 1.7% | |
| the participants' vested balances - | — | — | — | $421K | 1.2% | |
| American Funds EuroPacific Growth Fund | — | — | — | $354K | 1.0% | |
| Target Retirement 2060 Fund | — | — | — | $258K | 0.7% | |
| Baird Aggregate Bond Fund | — | — | — | $252K | 0.7% | |
| MFS Mid Cap Value Fund | — | — | — | $216K | 0.6% | |
| PIMCO Income Fund | — | — | — | $185K | 0.5% | |
| BLACKROCK MIDCAP GRWTH EQU FUND CLS BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 52-2007081 / PN 614 | Common Collective Trust | — | — | $150K | 0.4% | |
| Small-Cap Index Fund | — | — | — | $129K | 0.4% | |
| Fidelity Advisor Small Cap Value Fund | — | — | — | $122K | 0.3% | |
| Target Retirement 2065 Fund | — | — | — | $82K | 0.2% | |
| Invesco Discovery | — | — | — | $46K | 0.1% | |
| Mid-Cap Index Fund | — | — | — | $11K | <0.1% | |
| Target Retirement 2070 Fund | — | — | — | $1K | <0.1% |
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