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Original filing (PDF)20251014124004NAL0002924529001
NATIONAL POWER, LLC
Form 5500
FILING_RECEIVED
NATIONAL POWER 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
229
Accounts w/ balance
248
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Empower Annuity Insurance Company of America EI Fixed Account - Series Class I" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL POWER, LLC.
Plan sponsor
Name
NATIONAL POWER, LLC
EIN
56-1490530
Address
4541 PRESLYN DRIVE · RALEIGH, NC · 27616
Phone
(919) 861-6917
Industry
Electrical Contractors· Constructionsee 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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
EISNERAMPER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | — | PHILADELPHIA, PA | INVESTMENT ADVISOR | $26K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $1K | — |
Investments
27 direct securities· $8.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company of America EI Fixed Account - Series Class I | — | — | — | $2.1M | 25.8% | |
| JPMorgan Growth Advantage R6 | — | — | — | $913K | 11.3% | |
| BlackRock Equity Dividend K | — | — | — | $682K | 8.5% | |
| T. Rowe Price Retirement 2045 I | — | — | — | $573K | 7.1% | |
| T. Rowe Price Retirement 2030 I | — | — | — | $431K | 5.4% | |
| Fidelity Mid Cap Index | — | — | — | $421K | 5.2% | |
| Fidelity Advisor(R) Small Cap Z | — | — | — | $407K | 5.1% | |
| T. Rowe Price Retirement 2035 I | — | — | — | $384K | 4.8% | |
| T. Rowe Price Retirement 2040 I | — | — | — | $301K | 3.7% | |
| JPMorgan US Sustainable Leaders R6 | — | — | — | $207K | 2.6% | |
| PIMCO Income Instl | — | — | — | $178K | 2.2% | |
| T. Rowe Price Retirement 2065 I | — | — | — | $174K | 2.2% | |
| Fidelity Advisor High Income Advantage Z | — | — | — | $162K | 2.0% | |
| Fidelity Advisor Intl Small Cap Z | — | — | — | $153K | 1.9% | |
| T. Rowe Price Retirement 2050 I | — | — | — | $120K | 1.5% | |
| State Street Hedged International Dev Eq Index K | — | — | — | $109K | 1.4% | |
| MFS Global Real Estate R6 | — | — | — | $99K | 1.2% | |
| American Funds New World R6 | — | — | — | $92K | 1.1% | |
| T. Rowe Price Retirement 2055 I | — | — | — | $89K | 1.1% | |
| T. Rowe Price Retirement 2060 I | — | — | — | $88K | 1.1% | |
| Fidelity Advisor Materials Z | — | — | — | $83K | 1.0% | |
| Virtus Newfleet Core Plus Bond R6 | — | — | — | $58K | 0.7% | |
| T. Rowe Price Retirement 2025 I | — | — | — | $55K | 0.7% | |
| DFA International Large Cap Growth | — | — | — | $46K | 0.6% | |
| and maturity dates ranging from March 2025 to April 2029 | — | — | — | $41K | 0.5% | |
| PIMCO Commodities PLUS Strategy Instl | — | — | — | $25K | 0.3% | |
| T. Rowe Price Retirement 2020 I | — | — | — | $1K | <0.1% |
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