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Original filing (PDF)20251014155124NAL0001645203001
NOVAMATIQ INC.
Form 5500
FILING_RECEIVED
GUIDE ENGINEERING 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
164
Accounts w/ balance
92
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
1 pooled trust
Schedule D
37 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
100
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOVAMATIQ INC..
Plan sponsor
Name
NOVAMATIQ INC.
EIN
85-1073772
Address
1515 DIVIDEND RD · FORT WAYNE, IN · 46808
Phone
(260) 483-1153
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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EHTC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $1K | — |
| NEXT FINANCIAL GROUP INC | 54-1900002 | — | NONE | $0 | — |
Investments
35 direct securities · 1 pooled fund· $12.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$6.3M
1 holding
Uncategorized
$5.3M
34 holdings
Mutual Funds
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $6.3M | 94.3% | |
| Goldman Sachs GOLDMANSACHS LRG CAP GR INS R6 | Mutual Funds | — | — | $1.4M | 20.8% | |
| American Funds AMERFDS NEW PERSPECTIVE R6 | — | — | — | $835K | 12.5% | |
| Columbia INTG LGCP GRTH INST 3 | — | — | — | $643K | 9.7% | |
| American Funds AMERFDS AMERICAN BALANCED R6 | — | — | — | $521K | 7.8% | |
| Fidelity 500 INDEX | — | — | — | $446K | 6.7% | |
| Vanguard 500 INDEX ADM | — | — | — | $428K | 6.4% | |
| Guaranteed Interest Account American United Life Ins Co American United Stable Value Fund | — | — | — | $344K | 5.2% | |
| Vanguard MID CAP INDEX ADM | — | — | — | $328K | 4.9% | |
| American Funds AMERFDS WASHINGTON R6 | — | — | — | $291K | 4.4% | |
| American Funds AMERFDS EUROPAC GRTH R6 | — | — | — | $210K | 3.1% | |
| American Funds AMERFDS 2055 TRGT DATE RET R6 | — | — | — | $150K | 2.3% | |
| American Funds AMERFDS 2050 TRGT DATE RET R6 | — | — | — | $143K | 2.1% | |
| American Funds AMERFDS INCOME OF AMER R6 | — | — | — | $140K | 2.1% | |
| Vanguard SMALL CAP INDEX ADM | — | — | — | $136K | 2.0% | |
| American Funds AMERFDS 2035 TRGT DATE RET R6 | — | — | — | $104K | 1.6% | |
| American Funds AMERFDS 2030 TRGT DATE RET R6 | — | — | — | $103K | 1.5% | |
| DFA INVESTMENT GRADE I MUTUAL FUND SHARES 0 | — | — | — | $84K | 1.3% | |
| Jpmorgan EQUITY INCOME R6 | — | — | — | $64K | 1.0% | |
| Blackrock MID-CAP GRO EQUITY K | — | — | — | $64K | 1.0% | |
| Jpmorgan SMALL CAP GR R6 | — | — | — | $44K | 0.7% | |
| Participant Loans Interest rates at 6.75% $0 | — | — | — | $28K | 0.4% | |
| American Funds AMERFDS 2045 TRGT DATE RET R6 | — | — | — | $21K | 0.3% | |
| Dimensional Fund Advisors DFA REAL ESTATE SECURITIES I | — | — | — | $19K | 0.3% | |
| Lord Abbett LORD ABBETT INTL OPP R6 | — | — | — | $19K | 0.3% | |
| American Funds AMERFDS 2060 TRGT DATE RET R6 | — | — | — | $16K | 0.2% | |
| Vanguard MIDCAP GROWTH IDX ADM | — | — | — | $15K | 0.2% | |
| American Funds AMERFDS 2040 TRGT DATE RET R6 | — | — | — | $14K | 0.2% | |
| Fidelity INTL INDEX | — | — | — | $14K | 0.2% | |
| Goldman Sachs GOLDMANSACHS SMCAPVAL R6 | — | — | — | $12K | 0.2% | |
| American Funds AMERFDS 2065 TRGT DATE RET R6 | — | — | — | $11K | 0.2% | |
| Virtus CEREDEX LCV EQTY R6 | — | — | — | $10K | 0.2% | |
| Thornburg LTD TERM INC R6 | — | — | — | $5K | <0.1% | |
| MFS MID CAP VALUE R6 | — | — | — | $4K | <0.1% | |
| Vanguard HIGH-YIELD CORP ADM | — | — | — | $4K | <0.1% | |
| Victory VIC PIONEER BOND R6 | — | — | — | $1K | <0.1% |