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Original filing (PDF)20250722054438NAL0004874546001
NUVOLO TECHNOLOGIES CORPORATION
Form 5500
FILING_RECEIVED
NUVOLO TECHNOLOGIES CORPORATION 401K PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
0
Accounts w/ balance
148
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "GOLDMAN SACHS LCG INSIGHTS R6" is 32% of plan.
- No active participants reported but plan still holds assets.
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NUVOLO TECHNOLOGIES CORPORATION.
Plan sponsor
Name
NUVOLO TECHNOLOGIES CORPORATION
EIN
46-4487540
Address
16 MICA LANE · SUITE 300 · WELLESLEY, MA · 02481
Phone
(908) 309-9723
Industry
All Other Professional Services· 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
2025-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
Investments
25 direct securities · 1 pooled fund· $4.8M(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.
Registered Investment Companies
$4.8M
25 holdings
Common Collective Trust
$80K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS LCG INSIGHTS R6 | Registered Investment Companies | — | — | $1.6M | 32.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.1M | 21.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $328K | 6.8% | |
| JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $261K | 5.4% | |
| BLACKROCK LIFEPATH 2040 K | Registered Investment Companies | — | — | $177K | 3.6% | |
| BLACKROCK LIFEPATH 2045 K | Registered Investment Companies | — | — | $175K | 3.6% | |
| BLACKROCK LPD 2060 K | Registered Investment Companies | — | — | $163K | 3.4% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $157K | 3.2% | |
| BLACKROCK LIFEPATH 2050 K | Registered Investment Companies | — | — | $137K | 2.8% | |
| BLACKROCK LIFEPATH 2055 K | Registered Investment Companies | — | — | $115K | 2.4% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $111K | 2.3% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $96K | 2.0% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $80K | 1.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $66K | 1.4% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $64K | 1.3% | |
| LOOMIS SAYLES STRAT INC - N | Registered Investment Companies | — | — | $59K | 1.2% | |
| DFA SHORT TERM GOVT PORT INST | Registered Investment Companies | — | — | $47K | 1.0% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $41K | 0.9% | |
| BLACKROCK LIFEPATH RET K | Registered Investment Companies | — | — | $40K | 0.8% | |
| BLACKROCK LIFEPATH 2030 K | Registered Investment Companies | — | — | $38K | 0.8% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $36K | 0.8% | |
| VANGUARD INT TERM INV GR AD | Registered Investment Companies | — | — | $18K | 0.4% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $8K | 0.2% | |
| FIDELITY INTL GROWTH Z | Registered Investment Companies | — | — | $7K | 0.2% | |
| T ROWE PRICE GROWTH STOCK I | Registered Investment Companies | — | — | $7K | 0.1% | |
| INVESCO GOLD & SPEC MINR6 | Registered Investment Companies | — | — | $6K | 0.1% |
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