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Original filing (PDF)20251015134142NAL0002507011001

NURTUR HOLDINGS LLC

Form 5500
FILING_RECEIVED
NURTUR HOLDINGS LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
32% in single holdingNo recordkeeper disclosed
Active participants
203
Accounts w/ balance
128
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
86
/ 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
100
Concentration risk
84
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
  • Top holding "MyCompass Index Moderate 2035 Fund" is 32% of plan.
  • No recordkeeper disclosed on Schedule C.
  • 63% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NURTUR HOLDINGS LLC.
Plan sponsor
Name
NURTUR HOLDINGS LLC
EIN
20-1230907
Address
6281 TRI-RIDGE BLVD. · SUITE 140 · LOVELAND, OH · 45140
Phone
(513) 576-9333
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DEAN DORTON ALLEN FORD PLLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
LATITUDE SERVICE COMPANY INCPLYMOUNTH, INTPA$0

Investments

25 direct securities· $4.6M(100% of reported assets)
Uncategorized
$4.1M
23 holdings
Insurance Contracts
$406K
1 holding
Mutual Funds
$61K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
MyCompass Index Moderate 2035 Fund$1.5M31.9%
MyCompass Index Moderate 2045 Fund$1.1M24.1%
MyCompass Index Moderate 2055 Fund$844K18.4%
* Voya Fixed Account
Insurance Contracts
$406K8.8%
MyCompass Index Moderate Retirement Fund$368K8.0%
Vanguard 500 Index Fund$66K1.4%
Alliance Bernstein Large Cap Growth Fund Z
Mutual Funds
$61K1.3%
MyCompass Index Conservative Retirement Fund$54K1.2%
MyCompass Index Conservative 2045 Fund$39K0.8%
Participant Loans (Notes Receivable from Participants) 4.25% - 9.50% -$32K0.7%
JP Morgan US Value Fund$19K0.4%
MyCompass Index Aggressive 2055 Fund$16K0.4%
MyCompass Index Moderate 2065 Fund$16K0.3%
Vanguard Mid-Cap Index Fund$13K0.3%
Vanguard Total International Stock Index Fund$12K0.3%
Vanguard Real Estate Index$11K0.2%
MyCompass Index Conservative 2055 Fund$11K0.2%
Blackrock Emerging Markets Fund K$10K0.2%
Vanguard Small-Cap Index Fund$10K0.2%
JP Morgan International Equity Fund$9K0.2%
Money Market Fund * Voya Money Market Fund$9K0.2%
Year Late to Plan Corrected VFCP in VFCP PTE 2002-51 2024$8K$8K0.2%
Fidelity Investments Advantage Total Bond$6K0.1%
Vanguard Intermediate Term Bond Index Fund$5K0.1%
MyCompass Index Aggressive 2065 Fund$4K<0.1%

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