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Original filing (PDF)20250930112702NAL0012188337001
NCS MULTISTAGE LLC
Form 5500
FILING_RECEIVED
NCS MULTISTAGE 401(K) PLAN
401(k) retirement plan
Active participants
138
Accounts w/ balance
158
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
How this plan invests
This plan
5 pooled trusts
Schedule D
30 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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NCS MULTISTAGE LLC.
Plan sponsor
Name
NCS MULTISTAGE LLC
EIN
46-2128877
Address
19350 STATE HIGHWAY 249 SUITE 600 · HOUSTON, TX · 77070
Phone
(281) 453-2225
Industry
Mining, Quarrying, Oil & Gassee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MELTON AND MELTON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $4K | — |
Investments
25 direct securities · 5 pooled funds· $18.9M(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
$18.0M
25 holdings
Common Collective Trust
$980K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement 2045 Fund | — | — | — | $3.0M | 15.8% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $2.5M | 13.3% | |
| JPMorgan SmartRetirement 2035 Fund | — | — | — | $2.4M | 12.6% | |
| JPMorgan SmartRetirement 2050 Fund | — | — | — | $1.9M | 10.2% | |
| JPMorgan SmartRetirement 2040 Fund | — | — | — | $1.7M | 9.2% | |
| JPMorgan SmartRetirement 2025 Fund | — | — | — | $1.3M | 6.8% | |
| JPMorgan SmartRetirement 2030 Fund | — | — | — | $826K | 4.3% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $805K | 4.2% | |
| JPMorgan SmartRetirement 2055 Fund | — | — | — | $721K | 3.8% | |
| Fidelity 500 Index Fund | — | — | — | $475K | 2.5% | |
| FIDUCIARY INVESTMENT TRUST GROWTH C COMERICA BANK · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $433K | 2.3% | |
| JPMorgan SmartRetirement 2060 Fund | — | — | — | $399K | 2.1% | |
| COLUMBIA TRUST STABLE INCOME ADMN 0 RIVERSOURCE/COLUMBIA COLLECTIVE FUNDS · EIN 41-0007957 / PN 001 | Common Collective Trust | — | — | $340K | 1.8% | |
| JPMorgan SmartRetirement 2020 Fund | — | — | — | $337K | 1.8% | |
| Fidelity International Index Fund | — | — | — | $300K | 1.6% | |
| Fidelity Mid Cap Index Fund | — | — | — | $259K | 1.4% | |
| Participant Loans 4.25% - 9.50% 0 | — | — | — | $250K | 1.3% | |
| Fidelity Small Cap Index Fund | — | — | — | $231K | 1.2% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $152K | 0.8% | |
| FIDUCIARY INVESTMENT TRUST BALANCED COMERICA BANK · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $103K | 0.5% | |
| FIDUCIARY INVESTMENT TRUST AGGRESSI COMERICA BANK · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $81K | 0.4% | |
| Fidelity Large Cap Value Index Fund | — | — | — | $78K | 0.4% | |
| Vanguard Real Estate Index Fund | — | — | — | $54K | 0.3% | |
| JPMorgan Income Fund | — | — | — | $47K | 0.2% | |
| American Funds New World Fund | — | — | — | $47K | 0.2% | |
| MFS Value Fund | — | — | — | $31K | 0.2% | |
| American Funds EuroPacific Growth Fund | — | — | — | $25K | 0.1% | |
| FIDUCIARY INVESTMENT TRUST MOD-CNSR COMERICA BANK · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $23K | 0.1% | |
| PGIM Total Return Bond Fund | — | — | — | $23K | 0.1% | |
| Neuberger Berman Small Cap Growth Fund | — | — | — | $12K | <0.1% |
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