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Original filing (PDF)20250818175427NAL0000769763001
NORTH EASTERN SERVICES, INC.
Form 5500
FILING_RECEIVED
NORTH EASTERN SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
846
Accounts w/ balance
150
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 18% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (8 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTH EASTERN SERVICES, INC..
Plan sponsor
Name
NORTH EASTERN SERVICES, INC.
EIN
87-0652539
Address
278 MOUNTAIN WAY DRIVE · OREM, UT · 84058
Phone
(801) 802-8024
Industry
Health Care & Social Assistancesee 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
2025-08-18
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HINTONBURDICK, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
26 direct securities· $2.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $510K | 22.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $461K | 20.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $189K | 8.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $176K | 7.7% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $170K | 7.4% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $159K | 6.9% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $125K | 5.5% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $115K | 5.0% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $90K | 3.9% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $51K | 2.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $44K | 1.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $41K | 1.8% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $35K | 1.5% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $28K | 1.2% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $13K | 0.6% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $13K | 0.5% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $11K | 0.5% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $10K | 0.5% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0 137 Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $10K | 0.4% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $7K | 0.3% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $6K | 0.3% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $6K | 0.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $6K | 0.3% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $5K | 0.2% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $3K | 0.1% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $1K | <0.1% |