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Original filing (PDF)20251013143113NAL0002192096001
NOVA MUD, INC.
Form 5500
FILING_RECEIVED
NOVA MUD, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
64
Accounts w/ balance
99
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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 (34 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOVA MUD, INC..
Plan sponsor
Name
NOVA MUD, INC.
EIN
85-0377439
Address
PO BOX 2703 · HOBBS, NM · 88241
Phone
(575) 393-8786
Industry
Wholesale Tradesee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST AMERICAN BANK | 85-0020635 | — | NONE | $19K | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $6K | — |
Investments
30 direct securities · 1 pooled fund· $9.0M(100% 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
$9.0M
30 holdings
Common Collective Trust
$51K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Invesco Steelpath MLP Select 40 | — | — | — | $1.7M | 22.2% | |
| Vanguard 500 Index Fund | — | — | — | $1.2M | 16.0% | |
| JPMorgan Large Cap Growth Fund R6 | — | — | — | $928K | 12.4% | |
| Dodge & Cox Stock Fund Class I | — | — | — | $612K | 8.2% | |
| [5] | — | — | $375K | $375K | 5.0% | |
| Vanguard Mid Cap Index Fund | — | — | — | $356K | 4.8% | |
| Vanguard Small Cap Index Fund | — | — | — | $350K | 4.7% | |
| [4] | — | — | $319K | $319K | 4.3% | |
| American Century Small Cap Value Fund R6 | — | — | — | $299K | 4.0% | |
| [6] | — | — | $294K | $294K | 3.9% | |
| Fidelity Extended Market Index Fund | — | — | — | $284K | 3.8% | |
| Vanguard International Growth Fund Admiral | — | — | — | $270K | 3.6% | |
| Invesco Developing Markets Fund | — | — | — | $262K | 3.5% | |
| Federated Hermes Opportunistic High Yield Bond Fund | — | — | — | $249K | 3.3% | |
| JPMorgan Global Bond Opportunities Fund | — | — | — | $239K | 3.2% | |
| [7] | — | — | $238K | $238K | 3.2% | |
| BNY Mellon Bond Market Index Fund | — | — | — | $228K | 3.0% | |
| [3] | — | — | $210K | $210K | 2.8% | |
| DoubleLine Total Return Bond Fund | — | — | — | $163K | 2.2% | |
| 9.50% with various due dates -0- | — | — | — | $135K | 1.8% | |
| Repayments are included) Corrected VFCP in VFCP 2002-51 [1] $ | — | — | $90K | $90K | 1.2% | |
| Vanguard Short Term Investment Grade Fund | — | — | — | $57K | 0.8% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $51K | 0.7% | |
| [2] | — | — | $40K | $40K | 0.5% | |
| Hennessy Focus Fund Investor Class | — | — | — | $36K | 0.5% | |
| Glenmede Quantitative U.S. Large Cap Growth | — | — | — | $36K | 0.5% | |
| American Funds Capital World Growth and Income Fund | — | — | — | $12K | 0.2% | |
| Fidelity Floating Rate High Income Fund | — | — | — | $11K | 0.1% | |
| Delaware Value Fund Institutional Class | — | — | — | $8K | 0.1% | |
| BNY Mellon Global Fixed Income Fund | — | — | — | $1K | <0.1% | |
| Janus Henderson Triton Fund Class T | — | — | — | $1K | <0.1% |
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