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Original filing (PDF)20250929152819NAL0012365248001
NEXT GLASS, INC.
Form 5500
FILING_RECEIVED
NEXT GLASS 401(K) PLAN
401(k) retirement plan
Signals · 1
14 service providers
Active participants
75
Accounts w/ balance
86
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
How this plan invests
This plan
24 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXT GLASS, INC..
Plan sponsor
Name
NEXT GLASS, INC.
EIN
46-1528599
Address
1213 WEST MOREHEAD STREET · SUITE 220 · CHARLOTTE, NC · 28208
Phone
(910) 604-9628
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AC CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $15K | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| HARTFORD FUNDS | 13-3317783 | — | NONE | $0 | — |
| IVY INVESTMENTS | 03-0481447 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
| JOHN HANCOCK FUNDS | 04-3483032 | — | NONE | $0 | — |
| COHEN & STEERS FUNDS | 14-1904657 | — | NONE | $0 | — |
| ALLSPRING GLOBAL FUND | 20-8293094 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
Investments
23 direct securities· $3.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT BLEND 2050 - I MUTUAL FUNDS | — | — | — | $941K | 27.2% | |
| T. ROWE PRICE RETIRE BLEND 2055 - I Mutual fund | — | — | — | $916K | 26.5% | |
| T. ROWE PRICE RETIRE BLEND 2045 - I Mutual fund | — | — | — | $573K | 16.6% | |
| T. ROWE PRICE RETIRE BLEND 2060 - I Mutual fund | — | — | — | $344K | 10.0% | |
| FIDELITY 500 INDEX Mutual fund | — | — | — | $255K | 7.4% | |
| T. ROWE PRICE RETIRE BLEND 2040 - I Mutual fund | — | — | — | $163K | 4.7% | |
| T. ROWE PRICE RETIRE BLEND 2035 - I Mutual fund | — | — | — | $60K | 1.7% | |
| JPMORGAN GROWTH ADVANTAGE R6 Mutual fund | — | — | — | $49K | 1.4% | |
| HARTFORD DIVIDEND AND GROWTH R6 Mutual fund | — | — | — | $29K | 0.8% | |
| MFS INTERNATIONAL EQUITY FUND Mutual fund | — | — | — | $20K | 0.6% | |
| JHANCOCK INVESTMENT GRADE BOND R6 Mutual fund | — | — | — | $16K | 0.5% | |
| FIDELITY EMERGING MARKETS K Mutual fund | — | — | — | $12K | 0.4% | |
| ALLSPRING SPEC MD CP VAL R6 Mutual fund | — | — | — | $11K | 0.3% | |
| MACQUARIE MID CAP GROWTH R6 Mutual fund | — | — | — | $11K | 0.3% | |
| T. ROWE PRICE GOVERNMENT MONEY I Mutual fund | — | — | — | $10K | 0.3% | |
| DFA VECTOR EQUITY PROTFOLIO I Mutual fund | — | — | — | $9K | 0.2% | |
| VANGUARD MID CAP INDEX Mutual fund | — | — | — | $8K | 0.2% | |
| FIDELITY SMALL CAP VALUE FUND Mutual fund | — | — | — | $8K | 0.2% | |
| DODGE & COX INCOME X Mutual fund | — | — | — | $5K | 0.1% | |
| DFA US TARGETED VALUE PORTFOLIO Mutual fund | — | — | — | $5K | 0.1% | |
| MFS NEW DISCOVERY R6 Mutual fund | — | — | — | $5K | 0.1% | |
| T. ROWE PRICE RETIRE BLEND 2065 - I Mutual fund | — | — | — | $5K | 0.1% | |
| VANGUARD SMALL CAP INDEX ADM Mutual fund | — | — | — | $3K | 0.1% |