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Original filing (PDF)20251015080427NAL0004024721001
NCS TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
NCS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
132
Accounts w/ balance
170
Plan assets (EOY)
$19.7M
Net assets (EOY)
$19.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NCS TECHNOLOGIES, INC..
Plan sponsor
Name
NCS TECHNOLOGIES, INC.
EIN
54-1822366
Address
9601 DISCOVERY BLVD. · MANASSAS, VA · 20109
Phone
(571) 361-2544
Industry
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
2025-10-15
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | — | SYRACUSE, NY | FINANCIAL ADVISOR | $0 | — |
Investments
31 direct securities · 1 pooled fund· $19.5M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$18.0M
31 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Growth Fund of America R4 | — | — | — | $3.2M | 16.3% | |
| Fidelity 500 Index Fd | — | — | — | $1.5M | 7.5% | |
| STABLE VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $1.5M | 7.5% | |
| BlackRock LP Index 2045 K | — | — | — | $1.4M | 7.3% | |
| BlackRock LP Index 2035 K | — | — | — | $1.1M | 5.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.1M | 5.3% | |
| American New Perspective R6 | — | — | — | $1.0M | 5.3% | |
| JP Morgan Equity Income R6 | — | — | — | $717K | 3.6% | |
| BlackRock LP Index 2030 K | — | — | — | $682K | 3.5% | |
| Fidelity Sm Cap Index Fund | — | — | — | $679K | 3.5% | |
| Invesco Disc MC Growth R6 | — | — | — | $672K | 3.4% | |
| BlackRock LP Index Ret K | — | — | — | $671K | 3.4% | |
| BlackRock LP Index 2055 K | — | — | — | $634K | 3.2% | |
| Vanguard Balanced Index Ad | — | — | — | $623K | 3.2% | |
| BlackRock LP Index 2040 K | — | — | — | $478K | 2.4% | |
| Fidelity Intl Sustainability I | — | — | — | $438K | 2.2% | |
| JPMorgan US Govt MMkt Cap Cl | — | — | — | $430K | 2.2% | |
| Fidelity US Bond Index Fd | — | — | — | $349K | 1.8% | |
| PGIM High Yield R6 | — | — | — | $324K | 1.6% | |
| Hartford Sch Emrg Mkts Eq SDR | — | — | — | $285K | 1.4% | |
| Fidelity Inf-Pr Bond Index Fd | — | — | — | $253K | 1.3% | |
| AB Global Bond Fd Z | — | — | — | $217K | 1.1% | |
| John Hancock Disc Val MC R6 | — | — | — | $205K | 1.0% | |
| BlackRock LP Index 2060 K | — | — | — | $196K | 1.0% | |
| Franklin DynaTech Fund R6 | — | — | — | $189K | 1.0% | |
| Vanguard Wellesley Income Adm | — | — | — | $172K | 0.9% | |
| Brokerage account | — | — | — | $148K | 0.7% | |
| BlackRock LP Index 2050 K | — | — | — | $132K | 0.7% | |
| BlackRock LP Index 2065 K | — | — | — | $105K | 0.5% | |
| Fidelity Real Estate Index Fd | — | — | — | $63K | 0.3% | |
| John Hancock Sm Cap Core R6 | — | — | — | $40K | 0.2% | |
| American The New Economy R6 | — | — | — | $34K | 0.2% |
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