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Original filing (PDF)20251015151246NAL0005256177001
NEXDINE, LLC
Form 5500
FILING_RECEIVED
NEXDINE, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
40% in single holding~122 bps in Sched C fees
Active participants
1,366
Accounts w/ balance
304
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
80
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "Vanguard Total Stock Market Index Admiral Registered Investment Company" is 40% of plan.
- 122 bps in Schedule C fees — 135% above peer band of 52 bps.
- Only 22% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXDINE, LLC.
Plan sponsor
Name
NEXDINE, LLC
EIN
26-4232418
Address
905B SOUTH MAIN STREET - SUITE 203 · MANSFIELD, MA · 02048
Phone
(978) 674-7233
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
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
DAMIANO, BURK & NUTALL, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $8K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $12K | — |
| NOEL- DULAC | 93-0987232 | PHOENIX, AZ | ADVISOR | $9K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $17K | — |
| THE MANDMARBLESTONE GROUP LLC | 20-4780677 | — | CONTRACT ADMINISTRATOR | $5K | — |
Investments
20 direct securities · 3 pooled funds· $4.0M(98% 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
$4.0M
20 holdings
Pooled Separate Account
$0
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral Registered Investment Company | — | — | — | $1.6M | 39.7% | |
| Vanguard Total International Stock Index Admiral Registered Investment Company | — | — | — | $912K | 22.3% | |
| Vanguard Total Bond Market Index Admiral Registered Investment Company | — | — | — | $683K | 16.7% | |
| Vanguard Total International Bond Index Admiral Registered Investment Company | — | — | — | $279K | 6.8% | |
| Vanguard Real Estate Index Admiral Registered Investment Company | — | — | — | $269K | 6.6% | |
| Interest bearing cash 13 * Notes receivable from participants 4.25% - 9.50% | — | — | — | $144K | 3.5% | |
| Non interest bearing cash | — | — | — | $53K | 1.3% | |
| Vanguard Developed Markets Index Admiral Registered Investment Company | — | — | — | $27K | 0.7% | |
| Vanguard 500 Index Admiral Fund Registered Investment Company | — | — | — | $13K | 0.3% | |
| Vanguard Growth Index Admiral Registered Investment Company | — | — | — | $5K | 0.1% | |
| Nuveen Core Impact Bond Fund Registered Investment Company | — | — | — | $5K | 0.1% | |
| Vanguard Value Index Admiral Registered Investment Company | — | — | — | $3K | <0.1% | |
| Vanguard Small Cap Index Admiral Registered Investment Company | — | — | — | $3K | <0.1% | |
| Vanguard FTSE Social Index Fund Admiral Shares Registered Investment Company | — | — | — | $3K | <0.1% | |
| Vanguard Mid-Cap Growth Index Admiral Registered Investment Company | — | — | — | $2K | <0.1% | |
| Vanguard Emerging Markets Stock Index Admiral Registered Investment Company | — | — | — | $1K | <0.1% | |
| DFA Global Real Estate Securities Port Registered Investment Company | — | — | — | $1K | <0.1% | |
| Vanguard Short-Term Bond Index Admiral Registered Investment Company | — | — | — | $1K | <0.1% | |
| Vanguard Interm-Term Bond Index Admiral Registered Investment Company | — | — | — | $1K | <0.1% | |
| Index Fund Admiral Shares Vanguard Small Cap Growth Index Admiral Registered Investment Company | — | — | — | $1K | <0.1% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% |
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