Assets by plan
Share of aggregate retirement assets
Filings through .
Nevell Group, Inc
EIN 22-3892375constructionLatest filing 2025
Plans
3
Retirement
2
$34.2M assets
Health & Benefits
1
$1.3M premiums
Participants
612
3001 ENTERPRISE STREET, SUITE 200 - BREA, CA 92821714-579-7501nevellgroup.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $34.2M assets / 448 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- THE VANGUARD GROUP, INC.$22.9M
- (Not disclosed)$11.4M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 164 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$986K
- Prescription drug$986K
- Dental$166K
- Other$134K
- Life$91K
- Short-term disability$91K
- +2 more
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
NGI 401(K) SAVINGS PLAN
401(k)
Assets$22.9M
Participants227
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
THE NEVELL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.4M
Participants221
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
NEVELL GROUP HEALTH AND BENEFIT PLAN
Fully insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.3M
Covered lives164
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | NGI 401(K) SAVINGS PLAN | 401(k) | $22.9M | 227 | 2025 |
| #003 | THE NEVELL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.4M | 221 | 2025 |
- NGI 401(K) SAVINGS PLAN$22.9M#001 · 401(k) · 2025227
- #003 · ESOP · 2025221
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | NEVELL GROUP HEALTH AND BENEFIT PLAN | Fully insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.3M | 164 | 2025 |
- #501 · Fully insured · KAISER FOUNDATION HEALTH PLAN, INC. · 2025164
Retirement plans
Health & Benefits plans