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Original filing (PDF)20250529132921NAL0007832145001
NOEL GROUP, LLC
Form 5500
FILING_RECEIVED
NOEL GROUP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
172
Accounts w/ balance
253
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
15 pooled trusts
Schedule D
130 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOEL GROUP, LLC.
Plan sponsor
Name
NOEL GROUP, LLC
EIN
56-1993543
Address
501 INNOVATIVE WAY · ZEBULON, NC · 27597
Phone
(919) 380-6673
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
2025-05-29
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ROMEO WIGGINS & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $31K | — |
Investments
126 direct securities · 15 pooled funds· $13.9M(93% 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.
Common Collective Trust
$8.0M
15 holdings
Uncategorized
$5.9M
126 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE FIXED INCOME TRUST (extraction pending)] | — | — | — | $1.3M | 8.7% | |
| TRP RETIRE 2035 G T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 003 | Common Collective Trust | — | — | $1.3M | 8.7% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $1.2M | 7.9% | |
| [DFE: T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE HIGH YIELD TRUST (extraction pending)] | — | — | — | $957K | 6.4% | |
| TRP RETIRE 2030 G T. ROWE PRICE TRUST COMPANY · EIN 35-2425740 / PN 001 | Common Collective Trust | — | — | $957K | 6.4% | |
| T. ROWE PRICE STABLE VALUE COMMON TRUST FUND | — | — | $724K | $828K | 5.5% | |
| TRP RETIRE 2045 G T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $828K | 5.5% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $733K | 4.9% | |
| TRP RETIRE 2040 G T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $674K | 4.5% | |
| [DFE: T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE CASH RESERVES TRUST (extraction pending)] | — | — | — | $666K | 4.5% | |
| TRP RETIRE 2050 G T. ROWE PRICE TRUST COMPANY · EIN 30-6539250 / PN 001 | Common Collective Trust | — | — | $666K | 4.5% | |
| [DFE: T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. SMALL-CAP CORE EQUITY TRUST (extraction pending)] | — | — | — | $454K | 3.0% | |
| TRP RETIRE 2025 G T. ROWE PRICE TRUST COMPANY · EIN 36-7594874 / PN 001 | Common Collective Trust | — | — | $454K | 3.0% | |
| TRP RETIRE 2055 G T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $389K | 2.6% | |
| [DFE: T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE QM U.S. ENHANCED AGGREGATE BOND INDEX TRUST (extraction pending)] | — | — | — | $260K | 1.7% | |
| TRP RETIRE 2060 G T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 002 | Common Collective Trust | — | — | $260K | 1.7% | |
| TRP RETIRE 2020 G T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 006 | Common Collective Trust | — | — | $233K | 1.6% | |
| TRP RETIRE 2015 G T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $193K | 1.3% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $106K | 0.7% | |
| TRP GROWTH STOCK TRUST | — | — | — | $106K | 0.7% | |
| TRP RETIRE 2010 G T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $82K | 0.5% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $72K | 0.5% | |
| TRP EQUITY INDEX TRUST | — | — | — | $70K | 0.5% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $68K | 0.5% | |
| TRP RETIRE 2005 G T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $65K | 0.4% | |
| TRP BOND TRUST I | — | — | — | $62K | 0.4% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $52K | 0.3% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $49K | 0.3% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $44K | 0.3% | |
| TRP U.S. EQUITIES TRUST | — | — | — | $42K | 0.3% | |
| TRP REAL ASSETS TRUST I | — | — | — | $41K | 0.3% | |
| TRP BOND TRUST I | — | — | — | $26K | 0.2% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $26K | 0.2% | |
| TRP U.S. EQUITIES TRUST | — | — | — | $25K | 0.2% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $24K | 0.2% | |
| TRP GROWTH STOCK TRUST | — | — | — | $23K | 0.2% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $23K | 0.2% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $23K | 0.2% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $19K | 0.1% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $18K | 0.1% | |
| TRP NON U.S. EQUITIES TRUST | — | — | — | $17K | 0.1% | |
| TRP HEDGED EQUITY TRUST | — | — | — | $17K | 0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $17K | 0.1% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $16K | 0.1% | |
| TRP GROWTH STOCK TRUST | — | — | — | $16K | 0.1% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $15K | 0.1% | |
| TRP EQUITY INDEX TRUST | — | — | — | $15K | <0.1% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $14K | <0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $14K | <0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $14K | <0.1% | |
| TRP HIGH YIELD TRUST | — | — | — | $13K | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $13K | <0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $12K | <0.1% | |
| TRP FIXED INCOME TRUST | — | — | — | $12K | <0.1% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $11K | <0.1% | |
| TRP RETIRE 2065 G T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $11K | <0.1% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $11K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $11K | <0.1% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $11K | <0.1% | |
| TRP EQUITY INDEX TRUST | — | — | — | $11K | <0.1% | |
| TRP HEDGED EQUITY TRUST | — | — | — | $10K | <0.1% | |
| TRP NON U.S. EQUITIES TRUST | — | — | — | $10K | <0.1% | |
| TRP REAL ASSETS TRUST I | — | — | — | $10K | <0.1% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $10K | <0.1% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $10K | <0.1% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $9K | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $8K | <0.1% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $8K | <0.1% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $7K | <0.1% | |
| TRP REAL ASSETS TRUST I | — | — | — | $7K | <0.1% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $7K | <0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $6K | <0.1% | |
| TRP DYNAMIC CREDIT TRUST | — | — | — | $6K | <0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $6K | <0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $6K | <0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $5K | <0.1% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $5K | <0.1% | |
| TRP HIGH YIELD TRUST | — | — | — | $5K | <0.1% | |
| TRP FLOATING RATE TRUST | — | — | — | $5K | <0.1% | |
| TRP HEDGED EQUITY TRUST | — | — | — | $4K | <0.1% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $4K | <0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $4K | <0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $4K | <0.1% | |
| TRP REAL ASSETS TRUST I | — | — | — | $4K | <0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $4K | <0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $4K | <0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $3K | <0.1% | |
| TRP BOND TRUST I | — | — | — | $3K | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $3K | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $3K | <0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $3K | <0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $3K | <0.1% | |
| TRP REAL ASSETS TRUST I | — | — | — | $3K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $3K | <0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $3K | <0.1% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $3K | <0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $2K | <0.1% | |
| TRP HIGH YIELD TRUST | — | — | — | $2K | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $2K | <0.1% | |
| TRP DYNAMIC CREDIT TRUST | — | — | — | $2K | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $2K | <0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $2K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $2K | <0.1% | |
| TRP FLOATING RATE TRUST | — | — | — | $2K | <0.1% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $2K | <0.1% | |
| TRP GROWTH STOCK TRUST | — | — | — | $2K | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $2K | <0.1% | |
| TRP EQUITY INDEX TRUST | — | — | — | $1K | <0.1% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $1K | <0.1% | |
| TRP DYNAMIC CREDIT TRUST | — | — | — | $1K | <0.1% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $1K | <0.1% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $872 | <0.1% | |
| TRP FIXED INCOME TRUST | — | — | — | $851 | <0.1% | |
| TRP FLOATING RATE TRUST | — | — | — | $821 | <0.1% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $821 | <0.1% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $748 | <0.1% | |
| TRP REAL ASSETS TRUST I | — | — | — | $687 | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $648 | <0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $567 | <0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $537 | <0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $423 | <0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $391 | <0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $309 | <0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $277 | <0.1% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $268 | <0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $239 | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $220 | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $182 | <0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $158 | <0.1% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $67 | <0.1% | |
| TRP BOND TRUST I | — | — | — | $50 | <0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $31 | <0.1% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $17 | <0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $10 | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $9 | <0.1% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $6 | <0.1% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $1 | <0.1% | |
| TRP STRUCTURED RESEARCH COMMON TR | — | — | — | $0 | <0.1% | |
| TRP STRUCTURED RESEARCH COMMON TR | — | — | — | $0 | <0.1% | |
| TRP STRUCTURED RESEARCH COMMON TR | — | — | — | $0 | <0.1% | |
| TRP STRUCTURED RESEARCH COMMON TR | — | — | — | $0 | <0.1% |
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