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Original filing (PDF)20251015162740NAL0005418769001
NE CONSTRUCTION LLP
Form 5500
FILING_RECEIVED
NE CONSTRUCTION LLP 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
293
Accounts w/ balance
634
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
How this plan invests
This plan
39 pooled trusts
Schedule D
38 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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NE CONSTRUCTION LLP.
Plan sponsor
Name
NE CONSTRUCTION LLP
EIN
75-2939079
Address
420 SOUTHFORK DR. · LEWISVILLE, TX · 75057
Phone
(972) 221-0095
Industry
All Other Professional Services· 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
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)
Audit & trust (Schedule H)
Auditor
TURNER, STONE & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | INVESTMENT ADVISORY (PAR | $2K | — |
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVISORY (PAR | $398 | — |
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISORY (PLA | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOREN D. STARK COMPANY | — | HOUSTON, TX | THIRD PARTY ADMINISTRATO | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | HARTFORD, CT | SERVICE PROVIDER | $0 | — |
Investments
2 direct securities · 39 pooled funds· $10.2M(100% 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.
Pooled Separate Account
$10.0M
39 holdings
Uncategorized
$195K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGRD TRGT RETIRE 2030 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.7M | 17.0% | |
| VOYA FIXED ACCOUNT (4450) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.1M | 10.5% | |
| VANGRD TRGT RETIRE 2055 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $953K | 9.3% | |
| VANGRD TRGT RETIRE 2045 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $811K | 7.9% | |
| FIDELITY 500 INDEX FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $688K | 6.7% | |
| VANGRD TRGT RETIRE 2050 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $623K | 6.1% | |
| VANGRD TRGT RETIRE 2025 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $547K | 5.3% | |
| VANGRD TRGT RETIRE 2035 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $508K | 5.0% | |
| VANGRD TRGT RETIRE 2060 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $507K | 5.0% | |
| VANGRD TRGT RETIRE 2040 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $473K | 4.6% | |
| JPMORGAN LGCP GRW FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $458K | 4.5% | |
| various maturities through November 2029 (-) | — | — | — | $148K | 1.4% | |
| VANGRD TOT INT STK IN F ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $144K | 1.4% | |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $140K | 1.4% | |
| VANGRD TRGT RETIRE 2065 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $134K | 1.3% | |
| AMERICAN FUNDS GROWTH FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $119K | 1.2% | |
| VANGRD TRGT RETIRE INC FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $111K | 1.1% | |
| AMERICAN FUNDS AMER MUTUAL R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $103K | 1.0% | |
| VANGRD TRGT RETIRE 2020 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $92K | 0.9% | |
| VANGRD SMALL-CAP INDEX FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $82K | 0.8% | |
| DFA REAL ESTATE SECS PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $80K | 0.8% | |
| AMERICAN FUNDS AM BALANCED R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $71K | 0.7% | |
| AMERICAN FUNDS WASH MUTUAL R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $70K | 0.7% | |
| JPMORGAN U.S. RES ENHANC EQ R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $65K | 0.6% | |
| FIDELITY MID CAP IDX FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $63K | 0.6% | |
| AMERICAN FUNDS EUROPACIFIC R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $56K | 0.5% | |
| NEUBERG BERM MDCP GRW FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $50K | 0.5% | |
| PGIM GLOBAL TOTAL RETURN FD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $47K | 0.5% | |
| Voya Financial Partners, LLC Voya Intermediate Bond Fund R6 | — | — | — | $47K | 0.5% | |
| PGIM HIGH YIELD FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $45K | 0.4% | |
| AMCEN MID CAP VALUE FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $32K | 0.3% | |
| VANGRD TRGT RETIRE 2070 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $32K | 0.3% | |
| VANGRD SM-CAP GRW INDEX FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $32K | 0.3% | |
| DFA INFL-PROT SEC PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $26K | 0.3% | |
| DFA US TARGETED VL PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $25K | 0.2% | |
| VANGRD EM MKTS STK IND FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $25K | 0.2% | |
| PIONEER STRATEGIC INCOME FND K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $11K | 0.1% | |
| VOYA GV MNY MKT F A (HLD ACCT) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| VANGRD LIFESTRAT INC FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $59 | <0.1% | |
| VANGRD LIFESTRAT GRW FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $6 | <0.1% | |
| VANGRD LIFESTRAT CNS GR FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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