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Original filing (PDF)20240604161544NAL0019890497001
NCP CAPCO DEVELOPMENT CO, INC.
Form 5500
FILING_RECEIVED
ALLIANCE PARTNERS 401(K) PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
175
Accounts w/ balance
132
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NCP CAPCO DEVELOPMENT CO, INC..
Plan sponsor
Name
NCP CAPCO DEVELOPMENT CO, INC.
EIN
46-0480008
Address
2101 HIGHLAND AVENUE · SUITE 700 · BIRMINGHAM, AL · 35205
Phone
(609) 970-3830
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2U · Association Retirement Plan
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BLACK & PINCKARD, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WAVERLY ADVISORS, LLC | 63-1229657 | — | RIA | $26K | — |
Investments
1 pooled fund· $149K(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INSIGHT STABLE VALUE FUND BNY MELLON · EIN 11-3152987 / PN 001 | Common Collective Trust | $149K | 2.3% |
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