Back to filter
Original filing (PDF)20250912051159NAL0001040753001
NSG TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
NSG TECHNOLOGY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
260
Accounts w/ balance
474
Plan assets (EOY)
$46.9M
Net assets (EOY)
$46.9M
How this plan invests
This plan
37 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
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NSG TECHNOLOGY, INC..
Plan sponsor
Name
NSG TECHNOLOGY, INC.
EIN
77-0416181
Address
1705 JUNCTION AVE · SUITE 200 · SAN JOSE, CA · 95112
Phone
(510) 862-5342
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
2025-09-12
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $0 | — |
Investments
37 direct securities· $46.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $8.1M | 17.2% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $6.1M | 13.0% | |
| MASSACHUSETTS INVESTORS TR R6 | Registered Investment Companies | — | — | $5.1M | 11.0% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $4.5M | 9.6% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $3.7M | 8.0% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $2.8M | 5.9% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $2.1M | 4.5% | |
| FRANKLIN SMALL MID CAP GR R6 | Registered Investment Companies | — | — | $1.6M | 3.4% | |
| GQG PARTNERS EMG MKT EQ INST | Registered Investment Companies | — | — | $1.6M | 3.3% | |
| BLACKROCK EQ DIV - INSTL | Registered Investment Companies | — | — | $1.3M | 2.8% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $1.1M | 2.3% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $1.0M | 2.2% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $871K | 1.9% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $871K | 1.9% | |
| AMERICAN CENTURY ULTRA - R6 | Registered Investment Companies | — | — | $760K | 1.6% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $577K | 1.2% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $542K | 1.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $443K | 0.9% | |
| COLUMBIA MID CAP INDEX I3 | Registered Investment Companies | — | — | $442K | 0.9% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $402K | 0.9% | |
| COLUMBIA SMALL CAP INDEX INST3 | Registered Investment Companies | — | — | $372K | 0.8% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $372K | 0.8% | |
| INVESCO REAL ESTATE FUND R6 | Registered Investment Companies | — | — | $299K | 0.6% | |
| VICTORY SMALL CO OPP R6 | Registered Investment Companies | — | — | $286K | 0.6% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $228K | 0.5% | |
| VOYA GNMA INCOME FUND CL I | Registered Investment Companies | — | — | $198K | 0.4% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $176K | 0.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $175K | 0.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $131K | 0.3% | |
| AMERICAN BEACON INT EQUITY INV | Registered Investment Companies | — | — | $123K | 0.3% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $115K | 0.2% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $102K | 0.2% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $64K | 0.1% | |
| COLUMBIA US TREASURY IDX I2 | Registered Investment Companies | — | — | $60K | 0.1% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $49K | 0.1% | |
| INVESCO CORPORATE BOND R6 | Registered Investment Companies | — | — | $27K | <0.1% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $20K | <0.1% |