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Original filing (PDF)20251006151518NAL0003698417001
NEWCOMB & BOYD
Form 5500
FILING_RECEIVED
NEWCOMB & BOYD PROFIT SHARING PLAN
401(k) retirement plan
Active participants
283
Accounts w/ balance
330
Plan assets (EOY)
$42.6M
Net assets (EOY)
$42.6M
How this plan invests
This plan
1 pooled trust
Schedule D
22 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 NEWCOMB & BOYD.
Plan sponsor
Name
NEWCOMB & BOYD
EIN
58-0876245
Address
303 PEACHTREE CENTER AVE. NE · SUITE 525 · ATLANTA, GA · 30303
Phone
(404) 730-8400
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Name
TOMMY HORST
EIN
81-2035355
City
KNOXVILLE, TN
Phone
(865) 966-1225
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $60K | — |
| ERISA SERVICES OF GEORGIA, LLC | 83-4452620 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT INS | 82-4926179 | — | INVESTMENT ADVISORY-PLAN | $78K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $167 | — |
Investments
21 direct securities · 1 pooled fund· $42.5M(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
$40.8M
20 holdings
Common Collective Trust
$1.0M
1 holding
Mutual Funds
$652K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock iShares S&P 500 Index K | — | — | — | $7.6M | 17.8% | |
| MFS Growth R6 | — | — | — | $7.0M | 16.5% | |
| American Funds American Funds Washington Mutual R6 | — | — | — | $3.3M | 7.8% | |
| BlackRock iShares MSCI EAFE International Index K | — | — | — | $2.6M | 6.0% | |
| Artisan International Value Instl | — | — | — | $2.4M | 5.5% | |
| MFS International Growth R6 | — | — | — | $2.2M | 5.2% | |
| BlackRock iShares US Aggregate Bond Index K | — | — | — | $1.8M | 4.1% | |
| Federated Instl High Yield Bond R6 | — | — | — | $1.6M | 3.7% | |
| Pioneer Investments Pioneer Select Mid-Cap Growth K | — | — | — | $1.4M | 3.3% | |
| Neuberger Berman Neuberger Berman Real Estate I | — | — | — | $1.4M | 3.3% | |
| PIMCO Income Instl | — | — | — | $1.4M | 3.2% | |
| Legg Mason Western Asset Core Bond IS | — | — | — | $1.3M | 3.0% | |
| Legg Mason ClearBridge Small Cap Growth IS | — | — | — | $1.3M | 3.0% | |
| BlackRock iShares Russell Mid-Cap Index K | — | — | — | $1.2M | 2.8% | |
| RELIANCE/MET LIFE STABLE 25053 CI 0 RELIANCE/MET LIFE STABLE 25053 CI 0 · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.5% | |
| BlackRock iShares Russell 2000 Small Cap Index K | — | — | — | $1.0M | 2.5% | |
| JPMorgan Government Bond R6 | — | — | — | $914K | 2.1% | |
| PIMCO Real Return Instl | — | — | — | $897K | 2.1% | |
| American Century Investments American Century Mid Cap Inv | — | — | — | $751K | 1.8% | |
| Allspring Global Investments Allspring Special Mid Cap Val Inst | Mutual Funds | — | — | $652K | 1.5% | |
| Harbor Small Cap Value Instl | — | — | — | $574K | 1.3% | |
| Notes receivable Notes receivable with variable maturities and * Participants interest rates ranging from 4.25% - 9.50%. - | — | — | — | $271K | 0.6% |
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