Kelly Embley signed Nucleus Group Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nucleus Group Holdings, Inc.'s EIN is 27-5245847.
Download the official 2024 Form 5500 (PDF) for Nucleus Group Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nucleus Group Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $27K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $9.2M | 18.8% | |
| FIDELITY FREEDOM 2045 FUND | Registered Investment Companies | — | — | $4.5M | 9.3% | |
| FIDELITY FREEDOM 2050 FUND | Registered Investment Companies | — | — | $4.1M | 8.3% | |
| FIDELITY FREEDOM 2040 FUND | Registered Investment Companies | — | — | $3.8M | 7.8% | |
| FIDELITY FREEDOM 2055 FUND | Registered Investment Companies | — | — | $2.4M | 5.0% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $2.4M | 4.9% | |
| T. ROWE PRICE BLUE CHIP GR-ADV | Registered Investment Companies | — | — | $2.1M | 4.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $1.7M | 3.6% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $1.7M | 3.5% | |
| FIDELITY FREEDOM 2035 FUND | Registered Investment Companies | — | — | $1.6M | 3.3% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $1.6M | 3.2% | |
| FIDELITY FREEDOM 2030 FUND | Registered Investment Companies | — | — | $1.4M | 2.9% | |
| ALLSPRING SPECIAL MC VAL ADM | Registered Investment Companies | — | — | $1.3M | 2.6% | |
| PGIM TOTAL RETURN BOND - Z | Registered Investment Companies | — | — | $1.1M | 2.2% | |
| VIC PIO SELECT MC GROWTH Y | Registered Investment Companies | — | — | $1.1M | 2.2% | |
| FIDELITY GOVT MONEY MRKT PREM | Registered Investment Companies | — | — | $946K | 1.9% | |
| FIDELITY FREEDOM 2060 FUND | Registered Investment Companies | — | — | $871K | 1.8% | |
| PIMCO INCOME ADMIN | Registered Investment Companies | — | — | $707K | 1.4% | |
| VANGUARD FTSE SOCIAL INDEX ADM 596 REGISTERED INVESTMENT COMPANY FIDELITY FREEDOM 2065 FUND | Registered Investment Companies | — | — | $633K | 1.3% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $595K | 1.2% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $592K | 1.2% | |
| FID FREEDOM RETIREMENT 0 REGISTERED INVESTMENT COMPANY JP MORGAN GOV BOND I | Registered Investment Companies | — | — | $581K | 1.2% | |
| CLEARBRIDGE INTERN GWTH I | Registered Investment Companies | — | — | $469K | 1.0% | |
| FIDELITY FREEDOM 2025 FUND | Registered Investment Companies | — | — | $462K | 0.9% | |
| FID US BOND IND | Registered Investment Companies | — | — | $461K | 0.9% | |
| MACQUARIE SMALL CAP VALUE INST | Registered Investment Companies | — | — | $442K | 0.9% | |
| JANUS HENDERSONBALANCED FUND I | Registered Investment Companies | — | — | $440K | 0.9% | |
| NEUBERGER BERMAN GENESIS INSTL | Registered Investment Companies | — | — | $432K | 0.9% | |
| HTFD SCH INT MULTCAP VAL R5 | Registered Investment Companies | — | — | $338K | 0.7% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $291K | 0.6% | |
| FIDELITY FREEDOM 2020 FUND | Registered Investment Companies | — | — | $154K | 0.3% | |
| BNY MELLON WORLDWIDE GROWTH I | Registered Investment Companies | — | — | $45K | <0.1% | |
| FIDELITY FREEDOM 2010 FUND | Registered Investment Companies | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $20K |
| — |
