Ncci Holdings, Inc. 401(K) Savings Plan — Form 5500 plan (Ncci Holdings, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ncci Holdings, Inc. 401(K) Savings Plan is a benefit plan reported by Ncci Holdings, Inc. under EIN 52-2225042 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,119 participants and $443,445,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ncci Holdings, Inc.
- EIN
- 52-2225042
- Plan number
- 002
- Plan type
- 2
- Location
- Boca Raton, FL
- Latest filing year
- 2023
- Participants
- 1,119
- End-of-year plan assets
- $443,445,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,119 | H, C | 20241014140219NAL0052582690003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $443,445,392
- Net assets (EOY)
- $443,445,392
- Net assets (BOY)
- $369,210,069
Income & contributions
- Employer contributions
- $10,534,858
- Participant contributions
- $10,805,736
- Total contributions
- $22,032,415
- Total income / additions
- $89,397,945
Expenses & distributions
- Benefits paid
- $22,055,688
- Administrative expenses
- $261,177
- Total expenses
- $22,317,521
- Net increase / (decrease)
- $67,080,424
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $137,486 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $68,610 | not reported in the loaded dataset | 2023 |
| Kennon-Green & Company LLC | NONE | $25,971 | not reported in the loaded dataset | 2023 |
| Signature Investment Advisors | NONE | $14,816 | not reported in the loaded dataset | 2023 |
| Heritage Investment Group | NONE | $14,344 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $4,590 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ncci Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Boca Raton, FL
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Kennon-Green & Company LLC — Schedule C compensation
- Signature Investment Advisors — Schedule C compensation
- Heritage Investment Group — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation