Filings through Oct 24, 2026.

Retirement plan

Norman Noble, Inc. 401(k) Retirement Savings Plan

Name: NORMAN NOBLE, INC. - NORMAN NOBLE, INC. 401(K) RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: NORMAN NOBLE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORMAN NOBLE, INC. 401(K) RETIREMENT SAVINGS PLAN, NORMAN NOBLE, INC.

Norman Noble, Inc.EIN 34-0904696Plan #001PY 2025

5340 AVION PARK DR - HIGHLAND HEIGHTS, OH 44143216-851-4067nnoble.comLinkedIn501-1000 employeesmedical devices

Prospect flagsHigh feesCorrective distributionsFund lineup: 21 funds, $38.0M

How to read this page

Total assets (EOY)

$47.8M

+13.8% from 2024

Total participants

561

-5.2% from 2024

Average account balance

$93,606

+17.6% from 2024

Annual return

14.92%

+1.33 pp from 2024

Benchmarks

See 2,358 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,358 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
DEFINITI LLC4 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 535 KEISLER DRIVE, SUITE 102 · CARY, NC 27518	Contract Administrator	$148,250
EPIC RETIREMENT PLAN SERVICES1 year Filed as: ANCORA RETIREMENT PLAN ADVISORS, IN Service code 27 · EIN 23-2697799 6060 PARKLAND BOULEVARD · MAYFIELD HEIGHTS, OH 44124	Advisory (Plan)	$84,036
MCMANUS, DOSEN & CO.11+ years Service code 10 · EIN 34-1639529 7251 ENGLE ROAD, SUITE 406 · MIDDLEBURG HEITS, OH 44130	Accounting	$9,500

Fund lineup

CSV with Pro

21 funds of $250K or more; 20 lines in all, holding $38.0M of the plan's $42.0M. From the 2024 filing. Recordkeeper: Charles Schwab.

In collective trusts11%median 0% for plans of $5M to $50M (35,181 plans)

In index funds31%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series15%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 15% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$7.0M	18.5%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 5 vintages	Vanguard	Mutual fund	$5.8M	15.3%
New York Life Anchor Series I New York Life · Collective trust	New York Life	Collective trust	$4.1M	10.7%
Janus Henderson Global Technology Janus Henderson · Mutual fund	Janus Henderson	Mutual fund	$4.1M	10.7%
JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$3.8M	10.1%
Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$2.2M	5.7%
Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund	Vanguard	Mutual fund	$1.5M	3.9%
T. Rowe Price Health Sciences Fund T. Rowe Price · Mutual fund	T. Rowe Price	Mutual fund	$1.3M	3.5%
Lord Abbett High Yield Fund Class R6 Lord Abbett · Mutual fund	Lord Abbett	Mutual fund	$1.0M	2.7%
Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$1.0M	2.7%

See the other 10 lines in this lineup with Solo.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2A2E2F2G2J2K2T3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$242K

$519 / participant

Investment mgmt$84K34.8%
Contract admin$148K61.3%
Other / not subdivided$10K3.9%

% of EOY assets

0.505%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MCMANUS, DOSEN & CO., INC.
Auditor EIN: 341639529
Audit fees: $9,500
Opinion code: Disclaimer

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Provider

Service type

Compensation

DEFINITI LLC4 years

Filed as: DEFINITI, LLC

Service code 13 · EIN 85-0833363

535 KEISLER DRIVE, SUITE 102 · CARY, NC 27518

Contract Administrator

$148,250

EPIC RETIREMENT PLAN SERVICES1 year

Filed as: ANCORA RETIREMENT PLAN ADVISORS, IN

Service code 27 · EIN 23-2697799

6060 PARKLAND BOULEVARD · MAYFIELD HEIGHTS, OH 44124

Advisory (Plan)

$84,036

MCMANUS, DOSEN & CO.11+ years

Service code 10 · EIN 34-1639529

7251 ENGLE ROAD, SUITE 406 · MIDDLEBURG HEITS, OH 44130

Accounting

$9,500

Fund

Dollars

% of funds%

Vanguard 500 Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$7.0M

18.5%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 5 vintages

$5.8M

15.3%

New York Life Anchor Series I

New York Life · Collective trust

$4.1M

10.7%

Janus Henderson Global Technology

Janus Henderson · Mutual fund

$4.1M

10.7%

JPMorgan Large Cap Growth Fund Class R6

JPMorgan · Mutual fund

$3.8M

10.1%

Fidelity Mid Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$2.2M

5.7%

Vanguard Equity Income Fund Admiral Shares

Vanguard · Mutual fund

$1.5M

3.9%

T. Rowe Price Health Sciences Fund

T. Rowe Price · Mutual fund

$1.3M

3.5%

Lord Abbett High Yield Fund Class R6

Lord Abbett · Mutual fund

$1.0M

2.7%

Fidelity Small Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$1.0M

2.7%

Norman Noble, Inc. 401(k) Retirement Savings Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Norman Noble, Inc. 401(k) Retirement Savings Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion