Scott McGuire signed Nexus Family Healing's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nexus Family Healing's EIN is 41-1419064.
Download the official 2024 Form 5500 (PDF) for Nexus Family Healing from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nexus Family Healing's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $238K | — |
| ADVANCED CAPITAL GROUP | 41-1921960 | — | NONE | $27K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vangaurd 500 Index Admiral | Common Collective Trusts | — | — | $5.6M | 10.4% | |
| American Funds 2050 Target Date Retire R6 | Mutual Funds | — | — | $3.9M | 7.2% | |
| American Funds 2035 Target Date Retire R6 | Mutual Funds | — | — | $3.4M | 6.2% | |
| American Funds 2040 Target Date Retire R6 | Mutual Funds | — | — | $3.1M | 5.8% | |
| Vangaurd Small Cap Index Adm | Other securities | — | — | $3.1M | 5.8% | |
| American Funds 2055 Target Date Retire R6 | Mutual Funds | — | — | $3.1M | 5.8% | |
| American Funds 2025 Target Date Retire R6 | Mutual Funds | — | — | $3.1M | 5.7% | |
| American Funds 2030 Target Date Retire R6 | Mutual Funds | — | — | $2.9M | 5.5% | |
| WTRISC CIT III FOR METLIFE GROUP AN WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 51-0099033 / PN 001 | Common Collective Trust | — | — | $2.6M | 4.9% | |
| Vangaurd Windsor II Admiral | Other securities | — | — | $2.5M | 4.6% | |
| New York Life Investments WinslowLarge Cap Growth I | Other securities | — | — | $2.4M | 4.5% | |
| American Funds 2045 Target Date Retire R6 | Mutual Funds | — | — | $1.9M | 3.5% | |
| American Funds 2060 Target Date Retire R6 | Mutual Funds | — | — | $1.9M | 3.5% | |
| Vangaurd Total Bond Market Index Adm | Other securities | — | — | $1.5M | 2.8% | |
| Fidelity Small Cap Growth | Mutual Funds | — | — | $1.3M | 2.3% | |
| JPMorgan Mid Cap Value I | Other securities | — | — | $1.2M | 2.3% | |
| Vangaurd Total Intl StockIndex Admiral | Other securities | — | — | $1.1M | 1.9% | |
| Participants Participant Loans Rates from 5.25% to 10.5% - | Bonds / Notes | — | — | $1.0M | 1.9% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $925K | 1.7% | |
| Victory Capital Integrity Small-Cap Value Fund Cl - Y | Other securities | — | — | $905K | 1.7% | |
| PIMCO Income Instl | Mutual Funds | — | — | $901K | 1.7% | |
| Eaton Vance Atlanta Capital SMID-Cap I | Other securities | — | — | $842K | 1.6% | |
| Dodge & Cox International Stock Cl I | Mutual Funds | — | — | $838K | 1.6% | |
| Barid Aggregate Bond Inst | Other securities | — | — | $822K | 1.5% | |
| PIMCO Real Return Instl | Mutual Funds | — | — | $802K | 1.5% | |
| American Funds 2020 Target Date Retire R6 | Mutual Funds | — | — | $765K | 1.4% | |
| American Funds 2065 Target Date Retire R6 | Mutual Funds | — | — | $686K | 1.3% | |
| T. Rowe Price International Discovery | Other securities | — | — | $392K | 0.7% | |
| American Funds 2015 Target Date Retire R6 | Mutual Funds | — | — | $223K | 0.4% | |
| American Funds 2010 Target Date Retire R6 | Mutual Funds | — | — | $85K | 0.2% | |
| Mairs & Power Growth Inv | Other securities | — | — | $73K | 0.1% | |
| American Funds 2070 Target Date Retire R6 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
