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Original filing (PDF)20251014151251NAL0006592178001
NIJC, NFP
Form 5500
FILING_RECEIVED
NIJC, NFP 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
172
Accounts w/ balance
172
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
60
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NIJC, NFP.
Plan sponsor
Name
NIJC, NFP
EIN
93-3878636
Address
111 W. JACKSON BLVD, SUITE 800 · CHICAGO, IL · 60604
Phone
(312) 660-1370
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-17
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $2K | — |
Investments
23 direct securities · 1 pooled fund· $5.8M(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
$5.7M
23 holdings
Common Collective Trust
$24K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Ret 2050 I Mutual Fund | — | — | — | $1.2M | 20.9% | |
| T Rowe Price Ret 2040 I Mutual Fund | — | — | — | $1.1M | 19.6% | |
| T Rowe Price Ret 2025 I Mutual Fund | — | — | — | $1.1M | 18.7% | |
| T Rowe Price Ret 2045 I Mutual Fund | — | — | — | $540K | 9.4% | |
| Fidelity 500 Index Fd Mutual Fund | — | — | — | $370K | 6.4% | |
| T Rowe Price Ret 2030 I Mutual Fund | — | — | — | $357K | 6.2% | |
| T Rowe Price Ret 2055 I Mutual Fund | — | — | — | $324K | 5.6% | |
| T Rowe Price Ret 2060 I Mutual Fund | — | — | — | $182K | 3.2% | |
| Vanguard Balanced Index Ad Mutual Fund | — | — | — | $134K | 2.3% | |
| T Rowe Price Ret 2065 I Mutual Fund | — | — | — | $114K | 2.0% | |
| Vanguard Ttl Bd Mkt Ind Adm Mutual Fund | — | — | — | $97K | 1.7% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $49K | 0.9% | |
| Calvert US LC Core Res Idx R6 Mutual Fund | — | — | — | $35K | 0.6% | |
| Fidelity Sm Cap Index Fund Mutual Fund | — | — | — | $28K | 0.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $24K | 0.4% | |
| T Rowe Price Ret 2035 I Mutual Fund | — | — | — | $22K | 0.4% | |
| T Rowe Price Growth Stock (I) Mutual Fund | — | — | — | $22K | 0.4% | |
| Fidelity International Idx Fd Mutual Fund | — | — | — | $18K | 0.3% | |
| DFA US Targeted Value Prt I Mutual Fund | — | — | — | $13K | 0.2% | |
| Participant loans (4.25% - 4.25%) | — | — | — | $12K | 0.2% | |
| PIMCO Real Return Instl Mutual Fund | — | — | — | $6K | 0.1% | |
| Vanguard Intl Growth Fund Adm Mutual Fund | — | — | — | $3K | <0.1% | |
| MFS Mid Cap Value Fd R6 Mutual Fund | — | — | — | $1K | <0.1% | |
| American New World Fund R6 Mutual Fund | — | — | — | $1K | <0.1% |
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