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Original filing (PDF)20251014093024NAL0003495488001
NPX ONE, LLC
Form 5500
FILING_RECEIVED
NPX ONE, LLC 401(K) PLAN
401(k) retirement plan
Active participants
691
Accounts w/ balance
373
Plan assets (EOY)
$18.2M
Net assets (EOY)
$18.2M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 62 bps in Schedule C fees — 112% above peer band of 29 bps.
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NPX ONE, LLC.
Plan sponsor
Name
NPX ONE, LLC
EIN
47-3315246
Address
4275 READING CREST AVE. · READING, PA · 19605
Phone
(866) 764-8338
Industry
Manufacturingsee 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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $112K | — |
Investments
31 direct securities · 1 pooled fund· $18.8M(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
$18.0M
31 holdings
Common Collective Trust
$801K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fd | — | — | — | $3.1M | 16.8% | |
| Vanguard 500 Index Fd Admiral SHRS | — | — | — | $2.6M | 14.2% | |
| T. Rowe Price Retirement 2040 Fd | — | — | — | $1.8M | 9.7% | |
| T. Rowe Price Retirement 2050 Fd | — | — | — | $1.2M | 6.8% | |
| T. Rowe Price Retirement 2060 Fd | — | — | — | $833K | 4.6% | |
| T. Rowe Price Retirement 2045 Fd | — | — | — | $816K | 4.5% | |
| Dodge & Cox Dodge & Cox Income Fund Class X | — | — | — | $816K | 4.5% | |
| PUTNAM STABLE VALUE FUND CLASS 50 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $801K | 4.4% | |
| T. Rowe Price Retirement 2035 Fd | — | — | — | $744K | 4.1% | |
| Fidelity Contrafund | — | — | — | $710K | 3.9% | |
| Participants Participant notes receivable bearing interest at rates from 4.25 to 9.50 percent - | — | — | — | $647K | 3.6% | |
| LOAN FUND LOANS | — | — | $630K | $630K | 3.5% | |
| Vanguard Equity Inc CL Adm | — | — | — | $611K | 3.4% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $582K | 3.2% | |
| Vanguard Small Cap Index Adm | — | — | — | $539K | 3.0% | |
| Vanguard Mid Cap Indx Adm | — | — | — | $484K | 2.7% | |
| T. Rowe Price Retirement 2055 Fd | — | — | — | $400K | 2.2% | |
| T. Rowe Price Retirement 2020 Fd | — | — | — | $336K | 1.8% | |
| American Funds American Balanced Fund CL R6 | — | — | — | $253K | 1.4% | |
| American New World Fund | — | — | — | $215K | 1.2% | |
| Vanguard REIT Index Admiral Share | — | — | — | $172K | 0.9% | |
| T. Rowe Price Retirement 2025 Fd | — | — | — | $149K | 0.8% | |
| American EuroPacific Growth R6 | — | — | — | $106K | 0.6% | |
| Lord Abbett Lord Abbett High Yield R6 | — | — | — | $100K | 0.5% | |
| Victory Sycamore Funds Victory Sycamore Established R6 | — | — | — | $92K | 0.5% | |
| Vanguard Inflation Prot SEC Adm | — | — | $77K | $70K | 0.4% | |
| T. Rowe Price Retirement 2010 Fd | — | — | — | $40K | 0.2% | |
| Columbia Funds Columbia Small Cap Value Fund | — | — | — | $13K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME 70 MERRILL LYNCH BANK DEPOSIT CERT OF DEPOSIT / BANK DEPOSIT | — | — | $13K | $13K | <0.1% | |
| BlackRock Strategic Funds BLACKROCK STRATEGIC GLOBL BD K | — | — | — | $7K | <0.1% | |
| Federated MDT Small Cap CL I * 837 T. Rowe Price T. Rowe Price Retirement Balance Fd | — | — | $8K | $7K | <0.1% | |
| American Capital Income | — | — | — | $4K | <0.1% |
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