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Original filing (PDF)20251014084910NAL0002344529001

NETWORK BUILDING & CONSULTING, LLC

Form 5500
FILING_RECEIVED
NETWORK BUILDING & CONSULTING 401(K) PLAN
401(k) retirement plan
Active participants
402
Accounts w/ balance
541
Plan assets (EOY)
$38.4M
Net assets (EOY)
$38.4M
How this plan invests
This plan
32 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 NETWORK BUILDING & CONSULTING, LLC.
Plan sponsor
Name
NETWORK BUILDING & CONSULTING, LLC
EIN
51-0404247
Address
6095 MARSHALEE DRIVE SUITE 300 · ELKRIDGE, MD · 21075
Phone
(410) 712-7092
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
2025-10-14
Pension benefit codes
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)
3B · Covers self-employed individuals
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELIN AND TUCKER
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER$75K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
UBS FINANCIAL SERVICES INC13-2638166ADVISOR$57K

Investments

32 direct securities· $38.4M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
AF TRGT DATE 2035 R6 Mutual Fund$5.3M13.8%
AF TRGT DATE 2040 R6 Mutual Fund$4.5M11.7%
FID 500 INDEX Mutual Fund$4.1M10.7%
AF TRGT DATE 2030 R6 Mutual Fund$3.6M9.5%
AF TRGT DATE 2055 R6 Mutual Fund$3.5M9.2%
AF TRGT DATE 2050 R6 Mutual Fund$3.3M8.6%
AF TRGT DATE 2045 R6 Mutual Fund$3.2M8.4%
AF TRGT DATE 2060 R6 Mutual Fund$2.4M6.2%
AF TRGT DATE 2025 R6 Mutual Fund$1.7M4.5%
MGL LG CAP GR R6 Mutual Fund$1.2M3.1%
FID MID CAP IDX Mutual Fund$814K2.1%
FID TOTAL INTL IDX Mutual Fund$500K1.3%
OUTSTANDING LOAN BALANCE Participant Loans***$492K1.3%
AF US GOVT MM R6 Interest Bearing Cash$466K1.2%
JPM LG CP VAL R5 Mutual Fund$422K1.1%
FID SM CAP IDX Mutual Fund$404K1.1%
AF INV CO OF AMER R6 Mutual Fund$340K0.9%
AF TRGT DATE 2015 R6 Mutual Fund$338K0.9%
AF TRGT DATE 2020 R6 Mutual Fund$232K0.6%
PGIM TOTAL RTN BD Z Mutual Fund$220K0.6%
DODGE & COX GLOBAL I Mutual Fund$217K0.6%
JPM SM CAP BLEND R6 Mutual Fund$176K0.5%
FID GOVT MMKT Mutual Fund ** $3 * FID US BOND IDX Mutual Fund$164K0.4%
JPM MID CAP GRTH R6 Mutual Fund$154K0.4%
JPM EMRG MKTS EQ R6 Mutual Fund$152K0.4%
BLKRK HIGH YLD K Mutual Fund$113K0.3%
LD ABT SH DTN INC R6 Mutual Fund$106K0.3%
TRP OVERSEAS STOCK I Mutual Fund$99K0.3%
BLKRK INFL PRO BD K Mutual Fund$87K0.2%
AF MOD GR&INC PTF R6 Mutual Fund$35K<0.1%
LOOMIS GLBL BD INST Mutual Fund$8K<0.1%
AF TRGT DATE 2010 R6 Mutual Fund$3K<0.1%

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