How big is NB Trading, Inc.'s plan?

NB Trading, Inc.'s plan reported $93K in assets and 26 participants for 2024.

Original filing (PDF)20251014164933NAL0003444257001

NB Trading, Inc.

Name: NB Trading, Inc. — Excel Electric 401(k) Plan, Form 5500 (2024)
Creator: NB Trading, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excel Electric 401(k) Plan

401(k) retirement plan · NB Trading, Inc.'s Excel Electric 401(k) Plan held $93K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$93K

Net assets (EOY)

$93K

Plan identifiers

NB Trading, Inc.'s EIN is 93-3413593.

EIN 93-3413593

Plan number 001

Plan year 2024

ACK ID 20251014164933NAL0003444257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for NB Trading, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

NB Trading, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score