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Original filing (PDF)20250919133109NAL0002557249001
NASUNI CORPORATION
Form 5500
FILING_RECEIVED
NASUNI CORPORATION 401K PLAN
401(k) retirement plan
Active participants
433
Accounts w/ balance
495
Plan assets (EOY)
$41.9M
Net assets (EOY)
$41.9M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NASUNI CORPORATION.
Plan sponsor
Name
NASUNI CORPORATION
EIN
26-4010721
Address
ONE MARINA PARK DRIVE · 6TH FLOOR · BOSTON, MA · 02210
Phone
(857) 444-8532
Industry
Professional & Technical Servicessee 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
2025-09-19
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $67K | — |
Investments
28 direct securities · 1 pooled fund· $41.9M(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
28 holdings
Common Collective Trust
$278K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Par, or Maturity Value Cost** Value * Fidelity 500 Index Fund | — | — | — | $7.9M | 18.8% | |
| Fidelity Freedom Index 2035 Investor | — | — | — | $5.0M | 12.0% | |
| Fidelity Freedom Index 2040 Investor | — | — | — | $3.7M | 8.9% | |
| Fidelity Freedom Index 2045 Investor | — | — | — | $3.5M | 8.5% | |
| Fidelity Freedom Index 2055 Investor | — | — | — | $3.4M | 8.1% | |
| Fidelity Freedom Index 2025 Investor | — | — | — | $2.3M | 5.6% | |
| Fidelity Freedom Index 2060 Investor | — | — | — | $2.1M | 4.9% | |
| Fidelity Freedom Index 2030 Investor | — | — | — | $1.9M | 4.6% | |
| Fidelity Freedom Index 2050 Investor | — | — | — | $1.9M | 4.4% | |
| AllianceBernstein AB Large Cap Growth Fund Z | — | — | — | $1.7M | 4.0% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.5M | 3.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $1.3M | 3.1% | |
| Fidelity International Index Fund | — | — | — | $1.1M | 2.5% | |
| Fidelity Advisor Small Cap Growth | — | — | — | $714K | 1.7% | |
| JP Morgan JP Morgan Equity Income R-6 | — | — | — | $534K | 1.3% | |
| Fidelity Freedom Index 2020 Investor | — | — | — | $482K | 1.2% | |
| JP Morgan JP Morgan Mid Cap Growth R-6 | — | — | — | $442K | 1.1% | |
| Participants Participant Loans - Rates from 4.25% to 9.50% | — | — | — | $325K | 0.8% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $315K | 0.8% | |
| Cohen & Steers Cohen & Steers Realty Shares Fund Class L | — | — | — | $310K | 0.7% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $278K | 0.7% | |
| American Funds American Funds New World Fund Class R-6 | — | — | — | $240K | 0.6% | |
| Fidelity Advisor Total Bond Fund - Class I | — | — | — | $219K | 0.5% | |
| Allspring Special Mid Cap Value R-6 | — | — | — | $199K | 0.5% | |
| Fidelity Freedom Index 2010 Investor | — | — | — | $195K | 0.5% | |
| Fidelity Freedom Index 2065 Investor | — | — | — | $152K | 0.4% | |
| Pioneer Strategic Income Fund Class K | — | — | — | $77K | 0.2% | |
| American Funds American Funds Washington Mutual Investors Fund | — | — | — | $72K | 0.2% | |
| Cohen & Steers Cohen & Steers Real Estate Z | — | — | — | $10K | <0.1% |
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