2023 Form 5500 filing — Ncci Holdings, Inc. 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014140219NAL0052582690003) for Ncci Holdings, Inc. 401(K) Savings Plan, reported by Ncci Holdings, Inc. under EIN 52-2225042 and plan number 002. It reports 1,119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140219NAL0052582690003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ncci Holdings, Inc.
- EIN
- 52-2225042
- Plan number
- 002
- Location
- Boca Raton, FL
- Participants
- 1,119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $443,445,392
- Net assets (EOY)
- $443,445,392
- Employer contributions
- $10,534,858
- Participant contributions
- $10,805,736
- Total income / additions
- $89,397,945
- Benefits paid
- $22,055,688
- Administrative expenses
- $261,177
- Total expenses
- $22,317,521
- Net increase / (decrease)
- $67,080,424
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $137,486 | not reported in the loaded dataset |
| Fisher Investments | NONE | $68,610 | not reported in the loaded dataset |
| Kennon-Green & Company LLC | NONE | $25,971 | not reported in the loaded dataset |
| Signature Investment Advisors | NONE | $14,816 | not reported in the loaded dataset |
| Heritage Investment Group | NONE | $14,344 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $4,590 | $0 |