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Original filing (PDF)20251007050411NAL0004202321001
NEXTHINK, INC.
Form 5500
FILING_RECEIVED
NEXTHINK, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
207
Accounts w/ balance
245
Plan assets (EOY)
$20.5M
Net assets (EOY)
$20.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
26 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXTHINK, INC..
Plan sponsor
Name
NEXTHINK, INC.
EIN
30-0789733
Address
501 BOYLSTON ST SUITE 4102 · BOSTON, MA · 02116
Phone
(617) 453-2326
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
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
WITHUM SMITH BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $59K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
23 direct securities · 3 pooled funds· $20.1M(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.
Registered Investment Companies
$15.3M
23 holdings
Common Collective Trust
$4.7M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST S&P 500 IDX NLS N STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $3.6M | 17.4% | |
| STATE ST TARGET RETIRE 2055 K | Registered Investment Companies | — | — | $2.4M | 11.8% | |
| STATE ST TARGET RETIRE 2040 K | Registered Investment Companies | — | — | $1.8M | 8.9% | |
| STATE ST TARGET RETIRE 2045 K | Registered Investment Companies | — | — | $1.7M | 8.5% | |
| STATE ST TARGET RETIRE 2050 K | Registered Investment Companies | — | — | $1.5M | 7.2% | |
| STATE ST TARGET RETIRE 2035 K | Registered Investment Companies | — | — | $1.1M | 5.2% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $867K | 4.2% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $826K | 4.0% | |
| STATE ST TARGET RETIRE 2030 K | Registered Investment Companies | — | — | $719K | 3.5% | |
| STATE ST TARGET RETIRE 2060 K | Registered Investment Companies | — | — | $687K | 3.4% | |
| SST GLOBAL AC EQ EX-US IDX K | Registered Investment Companies | — | — | $668K | 3.3% | |
| NYL ANCHOR ACCOUNT 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $608K | 3.0% | |
| STAT ST RUSSELL SMDCP IDX NL C STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 167 | Common Collective Trust | — | — | $566K | 2.8% | |
| NUVEEN SMALL CAP VALUE FUND R6 | Registered Investment Companies | — | — | $475K | 2.3% | |
| STATE STREET AGGREGATE BD ID K | Registered Investment Companies | — | — | $350K | 1.7% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $344K | 1.7% | |
| HARTFORD SC GROWTH HLS IA | Registered Investment Companies | — | — | $337K | 1.6% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $331K | 1.6% | |
| SS TRGT RTMNT 2065 K | Registered Investment Companies | — | — | $277K | 1.4% | |
| T ROWE PRICE MID CAP GROWTH I | Registered Investment Companies | — | — | $263K | 1.3% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $220K | 1.1% | |
| PIMCO ALL ASSET I | Registered Investment Companies | — | — | $142K | 0.7% | |
| TCW METWEST TOTAL RET BOND PL | Registered Investment Companies | — | — | $98K | 0.5% | |
| STATE ST TARGET RETIRE 2025 K | Registered Investment Companies | — | — | $94K | 0.5% | |
| STATE ST TARGET RETIRE 2020 K | Registered Investment Companies | — | — | $64K | 0.3% | |
| STATE ST TARGET RETIREMENT K | Registered Investment Companies | — | — | $28K | 0.1% |
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