· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NDVR, INC — NDVR 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250412220801NAL0048767618086
NDVR, INC
Form 5500-SF
FILING_RECEIVED
NDVR 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
20
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NDVR, INC
.
Find decision makers
Plan sponsor
Name
NDVR, INC
EIN
81-4159758
Address
75 STATE STREET · SUITE 100 · BOSTON, MA · 02109
Phone
(617) 319-2983
Industry
Finance & Insurance
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
STEIDL BROS LLC
STEIDL BROS LLC 401(K) PLAN
$1.8M · 11 participants
LEGACY WEALTH MANAGEMENT GROUP, LLC
LEGACY WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN
$1.8M · 2 participants
AMERICAN FINANCIAL ADVISORS, INC
AMERICAN FINANCIAL ADVISORS, INC DB PLAN
$1.8M · 3 participants
NOVA ACTUARIAL SERVICES, INC.
NOVA ACTUARIAL SERVICES 401(K) TRUST
$1.8M · 4 participants
AMERICAN FREE ENTERPRISES, INC.
AMERICAN FREE ENTERPRISES, INC. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.8M · 2 participants
PUSTOVER FINANCIAL SERVICES
PUSTOVER FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN
$1.8M · 5 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
