Back to filter
Original filing (PDF)20251010141832NAL0004695203001
NEXAMP, INC.
Form 5500
FILING_RECEIVED
NEXAMP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
472
Accounts w/ balance
522
Plan assets (EOY)
$31.7M
Net assets (EOY)
$31.7M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 60% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXAMP, INC..
Plan sponsor
Name
NEXAMP, INC.
EIN
26-1541318
Address
101 SUMMER STREET 2ND FLOOR · BOSTON, MA · 02110
Phone
(617) 653-6151
Industry
Constructionsee 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
2025-10-10
Pension benefit codes
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON AND BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $104K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $30K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $14K | — |
Investments
32 direct securities· $31.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2055 R6 " | — | — | — | $4.7M | 14.8% | |
| Fidelity 500 Index " | — | — | — | $3.9M | 12.4% | |
| Nuveen Lifecycle Index 2060 R6 " | — | — | — | $2.9M | 9.2% | |
| Nuveen Lifecycle Index 2050 R6 " | — | — | — | $2.5M | 7.9% | |
| Nuveen Lifecycle Index 2025 R6 " | — | — | — | $1.8M | 5.7% | |
| JPMorgan Large Cap Growth R6 " | — | — | — | $1.6M | 5.0% | |
| Vanguard Small Cap Index Adm " | — | — | — | $1.5M | 4.8% | |
| Nuveen Lifecycle Index 2045 R6 " | — | — | — | $1.5M | 4.6% | |
| Nuveen Lifecycle Index 2040 R6 " | — | — | — | $1.4M | 4.3% | |
| Nuveen Lifecycle Index 2035 R6 " | — | — | — | $1.2M | 3.7% | |
| Vanguard Value Index Adm " | — | — | — | $935K | 2.9% | |
| Vanguard Mid-Cap Value Index Adm " | — | — | — | $688K | 2.2% | |
| Vanguard International Growth Adm " | — | — | — | $654K | 2.1% | |
| MFS Mid Cap Growth R6 " | — | — | — | $635K | 2.0% | |
| American Funds New Perspective R6 " | — | — | — | $589K | 1.9% | |
| Fidelity Extended Market Index " | — | — | — | $589K | 1.9% | |
| Vanguard Small Cap Value Index Adm " | — | — | — | $516K | 1.6% | |
| American Century Sustainable Equity R6 Mutual fund | — | — | — | $494K | 1.6% | |
| Vanguard Total International Stock Index Adm " | — | — | — | $461K | 1.5% | |
| Hartford Schroders International Stock SDR " | — | — | — | $373K | 1.2% | |
| Nuveen Lifecycle Index 2030 R6 " | — | — | — | $334K | 1.1% | |
| Fidelity Environment & Alternative Energy Fund " | — | — | — | $323K | 1.0% | |
| Vanguard Explorer Adm " | — | — | — | $319K | 1.0% | |
| John Hancock Bond R6 " | — | — | — | $317K | 1.0% | |
| American Funds New World R6 " | — | — | — | $299K | 0.9% | |
| American Funds Balanced R6 " | — | — | — | $211K | 0.7% | |
| Hartford Total Return Bond R6 " | — | — | — | $185K | 0.6% | |
| Nuveen Lifecycle Index Retirement Income R6 " | — | — | — | $149K | 0.5% | |
| DFA Inflation-Protected Securities I " | — | — | — | $149K | 0.5% | |
| Lord Abbett Bond Debenture R6 " | — | — | — | $97K | 0.3% | |
| Nuveen Lifecycle Index 2020 R6 " | — | — | — | $42K | 0.1% | |
| Nuveen Lifecycle Index 2015 R6 " | — | — | — | $5K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY O
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
3M COMPANY
3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN
$10.6B · 21,780 participants
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
BAYLOR SCOTT & WHITE HOLDINGS
BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN
$4.7B · 46,788 participants
HEALTH CARE SERVICE CORPORATION
THE 401K PLAN
$3.9B · 36,460 participants
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
Similar-size Construction plans
CHAMPION SITE PREP, INC.
CHAMPION SITE PREP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$31.8M · 153 participants
THE LANDTEK GROUP, LLC
THE CONTRACTORS RETIREMENT PLAN
$31.9M · 226 participants
KANSAS BUILDING TRADES OPEN END HEALTH AND WELFARE TRUST FUND
KANSAS BUILDING TRADES OPEN END HEALTH AND WELFARE TRUST FUND
$31.9M · 765 participants
LANE-VALENTE INDUSTRIES, INC.
LANE-VALENTE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN & TRU
$31.5M · 355 participants
NAES CORPORATION
GREENBERRY INDUSTRIAL LLC PROFIT SHARING 401(K) PLAN
$31.4M · 1,228 participants
CCI SYSTEMS, INC.
CCI SYSTEMS, INC. 401(K) PLAN
$31.2M · 633 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B