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Original filing (PDF)20251010110425NAL0004529747012
NEW TECH ENGINEERING LP
Form 5500
FILING_RECEIVED
NEW TECH ENGINEERING LP 401(K) PLAN
401(k) retirement plan
Active participants
393
Accounts w/ balance
199
Plan assets (EOY)
$20.0M
Net assets (EOY)
$20.0M
How this plan invests
This plan
10 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 46 bps in Schedule C fees — 59% above peer band of 29 bps.
- 51% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW TECH ENGINEERING LP.
Plan sponsor
Name
NEW TECH ENGINEERING LP
EIN
76-0564778
Address
911 REGIONAL PARK DR. · HOUSTON, TX · 77060
Phone
(281) 951-4330
Industry
Engineering 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
2025-10-10
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEINSTEIN SPIRA & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $29K | — |
| ASSUREDPARTNERS CAPITAL INC | — | LAKE MARY, FL | INVESTMENT ADVISOR | $24K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | 20-1181458 | HOUSTON, TX | CONTRACT ADMIN | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $19K | — |
Investments
36 direct securities · 10 pooled funds· $19.8M(99% 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
$18.4M
35 holdings
Mutual Funds
$1.4M
1 holding
Common Collective Trust
$0
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2010 Target Date Retirement Fund | — | — | — | $1.7M | 8.6% | |
| Nuveen S&P 500 Index Fund | — | — | — | $1.7M | 8.3% | |
| Group Annuity Contract:(2) * Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | — | — | — | $1.6M | 8.1% | |
| American Funds American Funds 2055 Target Date Retirement Fund | — | — | — | $1.4M | 7.1% | |
| s: (1) AllianceBernstein L.P. AB Large Cap Growth Fund | Mutual Funds | — | — | $1.4M | 6.9% | |
| Massachusetts Financial Services Company MFS Mid Cap Value Fund | — | — | — | $1.0M | 5.2% | |
| Vanguard Group Inc. Vanguard Mid Cap Index Fund | — | — | — | $949K | 4.7% | |
| J.P. Morgan Investment Management, Inc. JP Morgan US Research Enhanced Equity Fund | — | — | — | $887K | 4.4% | |
| J.P. Morgan Investment Management, Inc. JP Morgan Mid Cap Growth Fund | — | — | — | $809K | 4.0% | |
| American Funds American Funds 2040 Target Date Retirement Fund | — | — | — | $708K | 3.5% | |
| Massachusetts Financial Services Company MFS Global Equity Fund | — | — | — | $690K | 3.4% | |
| Massachusetts Financial Services Company MFS Value Fund | — | — | — | $607K | 3.0% | |
| American Funds American Funds 2030 Target Date Retirement Fund | — | — | — | $518K | 2.6% | |
| Principal Global Investors, LLC Principal Small Cap Fund | — | — | — | $501K | 2.5% | |
| Nuveen Small Cap Blend Index Fund | — | — | — | $483K | 2.4% | |
| American Funds American Funds 2050 Target Date Retirement Fund | — | — | — | $477K | 2.4% | |
| Dimensional Fund Advisors DFA Emerging Markets Fund | — | — | — | $434K | 2.2% | |
| Janus Henderson Janus Henderson Triton Fund | — | — | — | $405K | 2.0% | |
| PGIM Investments, Inc. PGIM Total Return Bond Fund | — | — | — | $376K | 1.9% | |
| John Hancock Financial John Hancock International Growth Fund | — | — | — | $368K | 1.8% | |
| American Funds American Funds 2045 Target Date Retirement Fund | — | — | — | $346K | 1.7% | |
| American Funds American Funds US Government SEC Fund | — | — | — | $342K | 1.7% | |
| American Funds American Funds American Balanced Fund | — | — | — | $304K | 1.5% | |
| Massachusetts Financial Services Company MFS International Intrinsic Value Fund | — | — | — | $290K | 1.4% | |
| American Funds American Funds 2025 Target Date Retirement Fund | — | — | — | $243K | 1.2% | |
| PIMCO Investment Management Company PIMCO Real Return Institutional Fund | — | — | — | $215K | 1.1% | |
| American Funds American Funds 2035 Target Date Retirement Fund | — | — | — | $180K | 0.9% | |
| Dimensional Fund Advisors DFA US Targeted Value Fund | — | — | — | $173K | 0.9% | |
| Columbia Threadneedle Investments Columbia Overseas Value Institutional Fund | — | — | — | $161K | 0.8% | |
| Cohen & Steers, Inc. Cohen & Steers Real Estate Securities Fund | — | — | — | $130K | 0.7% | |
| Victory Capital Pioneer Strategic Income Fund | — | — | — | $110K | 0.6% | |
| Federated Hermes Institutional High Yield Bond Federated Hermes Income Securities Fund | — | — | — | $72K | 0.4% | |
| Fidelity Investments Fidelity Mid- Cap Stock Fund | — | — | — | $51K | 0.3% | |
| American Funds American Funds 2060 Target Date Retirement Fund | — | — | — | $38K | 0.2% | |
| American Funds American Funds 2065 Target Date Retirement Fund | — | — | — | $24K | 0.1% | |
| PIMCO Investment Management Company PIMCO Global Bond Opportunities Fund | — | — | — | $19K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2030 GREAT GRAY · EIN 38-4126262 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2025 GREAT GRAT · EIN 38-4126261 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2010 GREAT GRAY · EIN 38-4126290 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $0 | <0.1% |
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