Back to filter
Original filing (PDF)20251002145837NAL0001497442001
NIXON, INC.
Form 5500
FILING_RECEIVED
NIXON, INC. 401(K) PLAN
401(k) retirement plan
Active participants
39
Accounts w/ balance
99
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NIXON, INC..
Plan sponsor
Name
NIXON, INC.
EIN
33-0766983
Address
2810 WHIPTAIL LOOP WEST · SUITE 101 · CARLSBAD, CA · 92010
Phone
(760) 855-6801
Industry
Manufacturingsee 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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JGD & ASSOCIATES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $12K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using MORGAN STANLEY SMITH BARNEY
VALERO ENERGY CORPORATION
VALERO ENERGY CORPORATION PENSION PLAN
$2.6B · 6,554 participants
TRUSTEES OF OHIO CARPENTERS' PENSION PLAN
OHIO CARPENTERS' PENSION PLAN
$2.1B · 12,519 participants
BOARD OF TRUSTEES SEAFARERS PENSION PLAN
SEAFARERS PENSION PLAN
$2.1B · 7,295 participants
BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIO
ANNUITY FD OF THE IUOE LOCAL UNION 94, 94A, 94B AFL-CIO
$1.8B · 5,885 participants
BOARD OF TRUSTEES H&GL LOCAL UNIONS 472 & 172 OF NJ PENSION FUND
HEAVY AND GENERAL LABORERS' LOCAL UNIONS 472 AND 172 OF NEW JERSEY PENSION FUND
$1.8B · 7,670 participants
COVINGTON & BURLING LLP
COVINGTON & BURLING RETIREMENT SAVINGS PLAN
$1.7B · 2,086 participants
Similar-size Manufacturing plans
BEE DARLIN INC.
BEE DARLIN INC. 401(K) PROFIT SHARING PLAN & TRUST
$5.3M · 76 participants
TASMAN INDUSTRIES, INC.
TASMAN INDUSTRIES, INC. RETIREMENT SAVINGS PLAN AND TRUST
$5.3M · 88 participants
L SPACE AMERICA LLC
L SPACE AMERICA LLC 401(K) PROFIT SHARING PLAN & TRUST
$5.3M · 58 participants
CARLA CORPORATION
CARLA CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
$5.4M · 60 participants
RLOOM, LLC
RLOOM, LLC 401(K) PLAN
$5.4M · 45 participants
EVERYTHING CUSTOM, INC. DBA ROCKYS CUSTOM CLOTHES
EVERYTHING CUSTOM, INC. 401(K) PROFIT SHARING PLAN
$5.2M · 7 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B