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Original filing (PDF)20250903140044NAL0015253777001
PHASED RIGHT INCORPORATED DBA NEI ELECTRIC POWER ENGINEERING, INC.
Form 5500
FILING_RECEIVED
NEI ELECTRIC POWER ENGINEERING, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
50% in single holding
Active participants
295
Accounts w/ balance
311
Plan assets (EOY)
$22.2M
Net assets (EOY)
$22.2M
How this plan invests
This plan
8 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (extraction pending)]" is 50% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHASED RIGHT INCORPORATED DBA NEI ELECTRIC POWER ENGINEERING, INC..
Plan sponsor
Name
PHASED RIGHT INCORPORATED DBA NEI ELECTRIC POWER ENGINEERING, INC.
EIN
84-0904970
Address
12600 WEST COLFAX AVENUE, · SUITE C-500 · LAKEWOOD, CO · 80215
Phone
(303) 431-7895
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
2025-09-03
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
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACEC RETIREMENT TRUST | — | ROSWELL, GA | OTHER | $28K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $16K | — |
Investments
8 pooled funds· $1.6M(7% 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.
Pooled Separate Account
$1.5M
7 holdings
Common Collective Trust
$94K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FUTUREFUNDS SERIES ACC II OF GWL EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $780K | 3.5% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $407K | 1.8% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $150K | 0.7% | |
| MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $122K | 0.5% | |
| VICTORY SMALL CAP VALUE COLLECTIVE THE VICTORY PORTFOLIOS · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $94K | 0.4% | |
| MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $0 | <0.1% |
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