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Original filing (PDF)20251015083444NAL0008675554001
NCMIC GROUP, INC.
Form 5500
FILING_RECEIVED
NCMIC GROUP, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
208
Accounts w/ balance
239
Plan assets (EOY)
$63.4M
Net assets (EOY)
$63.4M
How this plan invests
This plan
38 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 (5 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NCMIC GROUP, INC..
Plan sponsor
Name
NCMIC GROUP, INC.
EIN
42-1469363
Address
14001 UNIVERSITY AVENUE · CLIVE, IA · 50325
Phone
(800) 321-7015
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2S · Automatic enrollment
2J · 401(k) feature
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
Investments
37 direct securities· $51.2M(81% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirmnt 2045 Fd Mutual Fund | — | — | — | $8.5M | 13.4% | |
| T. Rowe Price Retirmnt 2040 Fd Mutual Fund | — | — | — | $8.0M | 12.7% | |
| T. Rowe Price Retirmnt 2025 Fd Mutual Fund | — | — | — | $6.8M | 10.7% | |
| T. Rowe Price Retirmnt 2050 Fd Mutual Fund | — | — | — | $3.2M | 5.1% | |
| Vanguard Growth Index Mutual Fund | — | — | — | $2.7M | 4.3% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $2.1M | 3.4% | |
| T. Rowe Price Retirmnt 2055 Fd Mutual Fund | — | — | — | $1.5M | 2.3% | |
| Sel TRP/LS Blue Chip Growth Fd Mutual Fund | — | — | — | $1.4M | 2.2% | |
| Vanguard Windsor II Fund Mutual Fund | — | — | — | $1.3M | 2.0% | |
| Standard Guard Fixed Interest Guaranteed investment contract | — | — | — | $1.2M | 2.0% | |
| T. Rowe Price Retirmnt 2025 Fd Mutual Fund | — | — | — | $1.2M | 2.0% | |
| BlackRock Equity Dividend Fund Mutual Fund | — | — | — | $1.1M | 1.8% | |
| MFS Mid Cap Growth Mutual Fund | — | — | — | $1.1M | 1.7% | |
| T. Rowe Price Retirmnt 2020 Fd Mutual Fund | — | — | — | $1.1M | 1.7% | |
| T. Rowe Price Retirmnt 2060 Fd Mutual Fund | — | — | — | $861K | 1.4% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $861K | 1.4% | |
| Hartford Intl Opportunities Fd Mutual Fund | — | — | — | $856K | 1.4% | |
| Vanguard Federal Money Market Money Market Fund | — | — | — | $774K | 1.2% | |
| PIMCO Invest Grade Crdt Bd Fd Mutual Fund | — | — | — | $707K | 1.1% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $666K | 1.1% | |
| T. Rowe Price Retirmnt 2015 Fd Mutual Fund | — | — | — | $599K | 0.9% | |
| MFS International Growth Fund Mutual Fund | — | — | — | $575K | 0.9% | |
| DFA US Emerging MKTS Mutual Fund | — | — | — | $502K | 0.8% | |
| Vanguard Small Cap Growth Index Mutual Fund | — | — | — | $455K | 0.7% | |
| Franklin Small Cap Value Mutual Fund | — | — | — | $397K | 0.6% | |
| Vanguard High Yield Corporate Mutual Fund | — | — | — | $396K | 0.6% | |
| Certificate of Deposit | — | — | — | $396K | 0.6% | |
| Western Asset Core Bond Mutual Fund | — | — | — | $392K | 0.6% | |
| Vanguard LifeStrategy Conservative Growth Mutual Fund | — | — | — | $298K | 0.5% | |
| Maturing January 2025 to December 2029, *Notes receivable from participants interest rates of 4.25% to 9.50% | — | — | — | $287K | 0.5% | |
| DFA US Vector Equity Fund Mutual Fund | — | — | — | $249K | 0.4% | |
| PIF Real Estate Security R6 Mutual Fund | — | — | — | $197K | 0.3% | |
| BrokerageLink Money Market Fund | — | — | — | $125K | 0.2% | |
| Vanguard LifeStrategy Moderate Growth Mutual Fund | — | — | — | $92K | 0.1% | |
| T. Rowe Price Retirmnt 2065 Fd Mutual Fund | — | — | — | $89K | 0.1% | |
| Vanguard LifeStrategy Income Mutual Fund | — | — | — | $87K | 0.1% | |
| Vanguard LifeStrategy Growth Mutual Fund | — | — | — | $62K | <0.1% |
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