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Original filing (PDF)20251014131259NAL0004037856001
NEGWER MATERIALS, INC.
Form 5500
FILING_RECEIVED
NEGWER MATERIALS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
209
Accounts w/ balance
234
Plan assets (EOY)
$21.5M
Net assets (EOY)
$21.5M
How this plan invests
This plan
18 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEGWER MATERIALS, INC..
Plan sponsor
Name
NEGWER MATERIALS, INC.
EIN
43-0768136
Address
49 AIRPORT RD · ST LOUIS, MO · 631351933
Phone
(314) 522-0579
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
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
CLIFTON LARSON ALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $84K | — |
Investments
29 direct securities · 18 pooled funds· $39.8M(100% 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
$21.5M
29 holdings
Common Collective Trust
$16.2M
14 holdings
Pooled Separate Account
$2.0M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.0M | 13.9% | |
| PGIM Investments | — | — | — | $3.0M | 13.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.6M | 12.3% | |
| Principal Life Insurance Company | — | — | — | $2.6M | 12.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.1M | 9.6% | |
| Principal Global Investors Trust Co | — | — | — | $2.1M | 9.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.0M | 9.3% | |
| PIMCO Funds | — | — | — | $2.0M | 9.3% | |
| Putnam Fiduciary Trust Company | — | — | — | $2.0M | 9.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.0M | 9.1% | |
| Principal Global Investors Trust Co | — | — | — | $1.6M | 7.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.4M | 6.5% | |
| Principal Life Insurance Company | — | — | — | $1.4M | 6.5% | |
| Participant Loans | — | — | — | $1.1M | 5.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 5.1% | |
| Principal Global Investors Trust Co | — | — | — | $1.1M | 4.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.1M | 4.9% | |
| Principal Global Investors Trust Co | — | — | — | $629K | 2.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $629K | 2.9% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $622K | 2.9% | |
| Principal Global Investors Trust Co | — | — | — | $622K | 2.9% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $518K | 2.4% | |
| Principal Global Investors Trust Co | — | — | — | $518K | 2.4% | |
| Principal Global Investors Trust Co | — | — | — | $423K | 2.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $423K | 2.0% | |
| Oppenheimer | — | — | — | $409K | 1.9% | |
| Principal Global Investors Trust Co | — | — | — | $356K | 1.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $356K | 1.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $238K | 1.1% | |
| Principal Global Investors Trust Co | — | — | — | $238K | 1.1% | |
| Principal Global Investors Trust Co | — | — | — | $208K | 1.0% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $208K | 1.0% | |
| Principal Global Investors Trust Co | — | — | — | $202K | 0.9% | |
| John Hancock | — | — | — | $170K | 0.8% | |
| Fidelity Investments | — | — | — | $159K | 0.7% | |
| Principal Life Insurance Company | — | — | — | $155K | 0.7% | |
| Fidelity Investments | — | — | — | $151K | 0.7% | |
| Principal Life Insurance Company | — | — | — | $142K | 0.7% | |
| Principal Global Investors Trust Co | — | — | — | $129K | 0.6% | |
| American Century Investments | — | — | — | $38K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $38K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $36K | 0.2% | |
| Fidelity Investments | — | — | — | $36K | 0.2% | |
| Principal Global Investors Trust Co | — | — | — | $33K | 0.2% | |
| The American Funds | — | — | — | $10K | <0.1% | |
| BlackRock | — | — | — | $8K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $8K | <0.1% |
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