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Original filing (PDF)20250731202051NAL0002849587001
NORAMCO LLC
Form 5500
FILING_RECEIVED
NORAMCO, LLC SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
389
Accounts w/ balance
550
Plan assets (EOY)
$66.0M
Net assets (EOY)
$66.0M
How this plan invests
This plan
1 pooled trust
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORAMCO LLC.
Plan sponsor
Name
NORAMCO LLC
EIN
58-1471426
Address
500 SWEDES LANDING ROAD · WILMINGTON, DE · 19801
Phone
(302) 888-4424
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
2025-07-31
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BELFINT,LYONS & SHUMAN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $30K | — |
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | CONTRACT ADMINISTRATOR | $12K | — |
Investments
39 direct securities · 1 pooled fund· $109.8M(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
$107.0M
39 holdings
Common Collective Trust
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| " 500 Index | — | — | — | $7.8M | 11.9% | |
| T. Rowe Price Blue Chip Growth | — | — | — | $7.3M | 11.1% | |
| " Target Retirement 2030 | — | — | — | $6.7M | 10.2% | |
| PRINCIPAL FINANCIAL GROUP Vanguard Tgt Rmt 2030 Inv Fund | — | — | — | $6.7M | 10.2% | |
| PRINCIPAL FINANCIAL GROUP Vanguard Tgt Rmt 2035 Inv Fund | — | — | — | $6.5M | 9.9% | |
| " Target Retirement 2035 | — | — | — | $6.5M | 9.9% | |
| PRINCIPAL FINANCIAL GROUP Vanguard Tgt Rmt 2025 Inv Fund | — | — | — | $6.5M | 9.8% | |
| " Target Retirement 2025 | — | — | — | $6.5M | 9.8% | |
| PRINCIPAL FINANCIAL GROUP Vanguard Tgt Rmt 2045 Inv Fund | — | — | — | $5.1M | 7.8% | |
| " Target Retirement 2045 | — | — | — | $5.1M | 7.8% | |
| " Target Retirement 2050 | — | — | — | $4.7M | 7.1% | |
| PRINCIPAL FINANCIAL GROUP Vanguard Tgt Rmt 2050 Inv Fund | — | — | — | $4.7M | 7.1% | |
| " Target Retirement 2040 | — | — | — | $4.6M | 6.9% | |
| PRINCIPAL FINANCIAL GROUP Vanguard Tgt Rmt 2040 Inv Fund | — | — | — | $4.6M | 6.9% | |
| PRINCIPAL FINANCIAL GROUP GALLIARD STABLE RETURN PN FUND | — | — | — | $3.0M | 4.5% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $2.9M | 4.3% | |
| PRINCIPAL FINANCIAL GROUP Vanguard Tgt Rmt 2055 Inv Fund | — | — | — | $2.2M | 3.3% | |
| " Target Retirement 2055 | — | — | — | $2.2M | 3.3% | |
| " Small Cap Index | — | — | — | $1.8M | 2.8% | |
| " Target Retirement 2060 | — | — | — | $1.6M | 2.4% | |
| PRINCIPAL FINANCIAL GROUP Vanguard Tgt Rmt 2060 Inv Fund | — | — | — | $1.6M | 2.4% | |
| Vanguard Mid Cap Index | — | — | — | $1.5M | 2.3% | |
| Calvert US Large Cap Responsible Index | — | — | — | $1.5M | 2.3% | |
| " Target Retirement 2020 | — | — | — | $1.5M | 2.3% | |
| PRINCIPAL FINANCIAL GROUP Vanguard Tgt Rmt 2020 Inv Fund | — | — | — | $1.5M | 2.3% | |
| LOAN PARTICIPANT LOAN | — | — | — | $995K | 1.5% | |
| " Total International Stock Index | — | — | — | $777K | 1.2% | |
| PRINCIPAL FINANCIAL GROUP Vgd Ttl Intl Stk Idx Adm Fd | — | — | — | $777K | 1.2% | |
| Baird Core Bond | — | — | — | $385K | 0.6% | |
| MFS Value | — | — | — | $346K | 0.5% | |
| PRINCIPAL FINANCIAL GROUP Vanguard Tgt Rmt 2065 Inv Fund | — | — | — | $259K | 0.4% | |
| " Target Retirement 2065 | — | — | — | $259K | 0.4% | |
| " Total Bond Market Index | — | — | — | $233K | 0.4% | |
| PRINCIPAL FINANCIAL GROUP CALVERT INTERNATIONAL RESPONSI | — | — | — | $198K | 0.3% | |
| " International Responsible Index | — | — | — | $198K | 0.3% | |
| " Target Retirement | — | — | — | $185K | 0.3% | |
| " US Mid Cap Core Responsible Index | — | — | — | $154K | 0.2% | |
| PRINCIPAL FINANCIAL GROUP Calvert US MC Core Res Idx I | — | — | — | $154K | 0.2% | |
| " Target Retirement 2070 | — | — | — | $34K | <0.1% | |
| PRINCIPAL FINANCIAL GROUP Vanguard Tgt Rmt 2070 Inv Fund | — | — | — | $34K | <0.1% |
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