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Original filing (PDF)20251015134638NAL0002515091001
NEOGRAF SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
NEOGRAF SOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
77
Accounts w/ balance
143
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
How this plan invests
This plan
33 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 NEOGRAF SOLUTIONS, LLC.
Plan sponsor
Name
NEOGRAF SOLUTIONS, LLC
EIN
81-3604751
Address
11709 MADISON AVE. · LAKEWOOD, OH · 44107
Phone
(216) 529-3780
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
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | — | NEW YORK, NY | NONE | $20K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $15K | — |
Investments
31 direct securities· $11.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.5M | 12.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.4M | 11.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.3M | 11.2% | |
| MFS Growth Fund Class R6 MFS 0 | — | — | — | $1.1M | 9.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $843K | 7.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $720K | 6.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $685K | 5.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $567K | 4.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $530K | 4.5% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $501K | 4.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $476K | 4.0% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $315K | 2.6% | |
| JHancock Disciplined Value R6 John Hancock 0 | — | — | — | $238K | 2.0% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $224K | 1.9% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $223K | 1.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $164K | 1.4% | |
| Columbia Small Cap Value II I3 Columbia 0 | — | — | — | $155K | 1.3% | |
| American Eupac R6 American Funds 0 | — | — | — | $144K | 1.2% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $141K | 1.2% | |
| Principal SmallCap Growth I R6 Principal 0 | — | — | — | $125K | 1.1% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $123K | 1.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $115K | 1.0% | |
| PIMCO All Asset Instl PIMCO 0 | — | — | — | $87K | 0.7% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $84K | 0.7% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $64K | 0.5% | |
| Fidelity Total Bond K6 Fidelity 0 | — | — | — | $32K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $10K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $2K | <0.1% |
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