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Original filing (PDF)20251015190134NAL0010869746001
NEXTIVA, INC.
Form 5500
FILING_RECEIVED
NEXTIVA 401(K) PLAN
401(k) retirement plan
Active participants
789
Accounts w/ balance
845
Plan assets (EOY)
$42.0M
Net assets (EOY)
$42.0M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXTIVA, INC..
Plan sponsor
Name
NEXTIVA, INC.
EIN
20-8820926
Address
9451 E. VIA DE VENTURA · SCOTTSDALE, AZ · 85256
Phone
(844) 202-5598
Industry
Information / Tech / Mediasee 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
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $78K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS /BKD | 44-0160260 | — | ACCOUNTANT/AUDITOR | $15K | — |
Investments
26 direct securities · 1 pooled fund· $42.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$41.6M
26 holdings
Common Collective Trust
$364K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | — | — | — | $6.5M | 15.5% | |
| FID FDM IDX 2050 IPR Mutual Fund | — | — | — | $6.4M | 15.3% | |
| FID FDM IDX 2055 IPR Mutual Fund | — | — | — | $5.7M | 13.6% | |
| FID FDM IDX 2045 IPR Mutual Fund | — | — | — | $4.1M | 9.9% | |
| FID FDM IDX 2035 IPR Mutual Fund | — | — | — | $4.0M | 9.6% | |
| FID FDM IDX 2040 IPR Mutual Fund | — | — | — | $3.2M | 7.6% | |
| FID FDM IDX 2060 IPR Mutual Fund | — | — | — | $2.2M | 5.3% | |
| FID BLUE CHIP GR K6 Mutual Fund | — | — | — | $2.1M | 5.1% | |
| FID FDM IDX 2030 IPR Mutual Fund | — | — | — | $1.8M | 4.3% | |
| FID MID CAP IDX Mutual Fund | — | — | — | $765K | 1.8% | |
| FID FDM IDX 2025 IPR Mutual Fund | — | — | — | $711K | 1.7% | |
| FID GLB EX US IDX Mutual Fund | — | — | — | $666K | 1.6% | |
| Notes Receivable from Participants Interest rates 3.25%–8.50% | — | — | — | $553K | 1.3% | |
| FID TOTAL BOND K6 Mutual Fund | — | — | — | $445K | 1.1% | |
| FID FDM IDX 2065 IPR Mutual Fund | — | — | — | $427K | 1.0% | |
| DFA INF PRT SEC PORT Mutual Fund | — | — | — | $396K | 0.9% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $364K | 0.9% | |
| HTFD S INTL STK SDR Mutual Fund | — | — | — | $342K | 0.8% | |
| PARNASSUS CORE EQ IS Mutual Fund | — | — | — | $317K | 0.8% | |
| FID SM CAP IDX Mutual Fund | — | — | — | $285K | 0.7% | |
| BNYM S/MD CP GR I Mutual Fund | — | — | — | $204K | 0.5% | |
| FID BALANCED K6 Mutual Fund | — | — | — | $173K | 0.4% | |
| C&S REALTY SHARES I Mutual Fund | — | — | — | $150K | 0.4% | |
| FID GOVT MMKT K6 Money Market | — | — | — | $18K | <0.1% | |
| FID FDM IDX 2020 IPR Mutual Fund | — | — | — | $18K | <0.1% | |
| FID FDM IDX 2015 IPR Mutual Fund | — | — | — | $1K | <0.1% | |
| FID FDM IDX 2010 IPR Mutual Fund | — | — | — | $1K | <0.1% |