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Original filing (PDF)20251013091726NAL0002179682001
CONEXUS MEDSTAFF LLC
Form 5500
FILING_RECEIVED
CONEXUS MEDSTAFF LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
266
Accounts w/ balance
255
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
1 pooled trust
Schedule D
40 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
85
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Voya MyCompass Index Moderate 2055 Fund R (i)" is 31% of plan.
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 CONEXUS MEDSTAFF LLC.
Plan sponsor
Name
CONEXUS MEDSTAFF LLC
EIN
27-1511706
Address
11750 KATY FWY · STE 750 · HOUSTON, TX · 77079
Phone
(832) 406-3040
Industry
Admin Support & Waste Mgmtsee 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
2025-10-13
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
CALVETTI FERGUSON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP OF HOUSTON | — | HOUSTON, TX | RECORDKEEPER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | TPA | $0 | — |
Investments
40 direct securities · 1 pooled fund· $8.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$4.3M
40 holdings
Pooled Separate Account
$4.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.2M | 97.9% | |
| Voya MyCompass Index Moderate 2055 Fund R (i) | — | — | — | $1.3M | 30.9% | |
| Voya MyCompass Index Moderate 2035 Fund R (i) | — | — | — | $421K | 9.7% | |
| Voya MyCompass Index Conservative 2045 F R (i) | — | — | — | $387K | 9.0% | |
| Voya MyCompass Index Moderate 2045 Fund R (i) | — | — | — | $347K | 8.0% | |
| Voya MyCompass Index Moderate Ret Fund R (i) | — | — | — | $244K | 5.6% | |
| Dimensional Global Equity Port Ins (i) | — | — | — | $145K | 3.3% | |
| Vanguard Tot Int Stk In F Adm (i) | — | — | — | $143K | 3.3% | |
| Vanguard Strategic Eqty Fnd Inv (i) | — | — | — | $143K | 3.3% | |
| Fidelity Advisor Total Bond Fund Z (i) | — | — | — | $119K | 2.8% | |
| AllianceBernstein Large Cap Grw Fnd Z (i) | — | — | — | $103K | 2.4% | |
| American Funds AMCAP Fund R6 (i) | — | — | — | $89K | 2.1% | |
| Voya MyCompass Index Conservative Ret Fund R (i) | — | — | — | $75K | 1.7% | |
| Vanguard Divd Apprec Indx Fd Adm (i) | — | — | — | $66K | 1.5% | |
| Franklin Rising Divdnds Fnd R6 (i) | — | — | — | $66K | 1.5% | |
| Dimensional US Small Cap Portfolio Ins (i) | — | — | — | $64K | 1.5% | |
| Dimensional Intl Core Equity Port Ins (i) | — | — | — | $59K | 1.4% | |
| VRAIC Voya Fixed Account (i) | — | — | — | $58K | 1.3% | |
| Voya MyCompass Index Conservative 2055 F R (i) | — | — | — | $57K | 1.3% | |
| Dimensional US Targeted Vl Port Ins (i) | — | — | — | $47K | 1.1% | |
| Vanguard Equity Income Fund Adm (i) | — | — | — | $43K | 1.0% | |
| various maturity dates through 2031. -0- | — | — | — | $32K | 0.7% | |
| JP Morgan Small Cap Blend Fd R6 (i) | — | — | — | $31K | 0.7% | |
| Allspring Special Mid Cap Value R6 (i) 235 American Century Global Real Estate R6 Fund (i) | — | — | — | $29K | 0.7% | |
| Voya MyCompass Index Aggressive 2055 Fund R (i) | — | — | — | $28K | 0.6% | |
| Dimensional Emrg Mkts Core Eqty Pt Ins (i) | — | — | — | $27K | 0.6% | |
| American Funds The Bond Fund of America R6 (i) | — | — | — | $24K | 0.6% | |
| Voya MyCompass Index Aggressive 2045 Fund R (i) | — | — | — | $23K | 0.5% | |
| AllianceBernstein Bond Inflation Strat Z (i) | — | — | — | $19K | 0.4% | |
| American Funds Income Fund R6 (i) | — | — | — | $19K | 0.4% | |
| JP Morgan LgCp Val Fnd R6 (i) | — | — | — | $18K | 0.4% | |
| Voya MyCompass Index Moderate 2065 Fund R (i) | — | — | — | $13K | 0.3% | |
| Eaton Vance Atanta Capital SMIDCp F R6 (i) | — | — | — | $13K | 0.3% | |
| Voya MyCompass Index Aggressive 2065 Fund R (i) | — | — | — | $10K | 0.2% | |
| Voya MyCompass Index Conservative 2065 Fund R (i) | — | — | — | $6K | 0.1% | |
| MassMutual High Yld Fd I (i) | — | — | — | $6K | 0.1% | |
| AllianceBernstein Global Bond Fund Z (i) | — | — | — | $5K | 0.1% | |
| Schwab Fdmtl In Lg Idx (i) | — | — | — | $4K | <0.1% | |
| Voya Government Money Market Fund A (i) | — | — | — | $4K | <0.1% | |
| Voya MyCompass Index Aggressive 2035 Fund R (i) | — | — | — | $2K | <0.1% | |
| Invesco Equity & Income Fd R6 (i) | — | — | — | $1K | <0.1% |
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