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Original filing (PDF)20250630101951NAL0028551426001
NEXEN GROUP INC.
Form 5500
FILING_RECEIVED
NEXEN GROUP INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
108
Accounts w/ balance
146
Plan assets (EOY)
$56.8M
Net assets (EOY)
$56.8M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXEN GROUP INC..
Plan sponsor
Name
NEXEN GROUP INC.
EIN
41-1669760
Address
560 OAK GROVE PARKWAY · VADNAIS HEIGHTS, MN · 55127
Phone
(715) 866-6303
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
2025-06-30
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)
Audit & trust (Schedule H)
Auditor
OLSON THIELEN & CO., LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $46K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OLSEN THIELEN & CO., LTD. | 41-1360831 | — | ACCOUNTANT | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVANCED CAPITAL GROUP | 41-1921960 | — | INV ADV, PARTICIPANTS | $12K | — |
Investments
26 direct securities · 1 pooled fund· $56.5M(99% 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.
Uncategorized
$49.0M
26 holdings
Common Collective Trust
$7.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Growth Stock Adv Mutual Fund | — | — | — | $8.3M | 14.6% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $7.4M | 13.1% | |
| Dodge & Cox Stock Mutual Fund | — | — | — | $5.7M | 9.9% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $5.6M | 9.8% | |
| American Funds 2030 R6 Mutual Fund | — | — | — | $5.0M | 8.8% | |
| American Funds 2020 R6 Mutual Fund | — | — | — | $3.7M | 6.5% | |
| American Funds 2040 R6 Mutual Fund | — | — | — | $2.6M | 4.5% | |
| Baron Small Cap Mutual Fund | — | — | — | $2.4M | 4.3% | |
| Prudential Jennison Mid-Cap Growth Fd Z Mutual Fund | — | — | — | $2.1M | 3.7% | |
| American Funds 2050 R6 Mutual Fund | — | — | — | $2.0M | 3.6% | |
| Vanguard Intl Growth Mutual Fund | — | — | — | $1.9M | 3.3% | |
| American Funds 2025 R6 Mutual Fund | — | — | — | $1.7M | 3.0% | |
| Vanguard Mid-Cap Index Adm Mutual Fund | — | — | — | $1.7M | 2.9% | |
| PIMCO Total Return Instl Fund Mutual Fund | — | — | — | $1.5M | 2.6% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $936K | 1.6% | |
| American Funds 2045 R6 Mutual Fund | — | — | — | $888K | 1.6% | |
| American Funds 2055 R6 Mutual Fund | — | — | — | $641K | 1.1% | |
| Fidelity Management & Research Mutual Fund | — | — | — | $487K | 0.9% | |
| American Funds 2060 R6 Mutual Fund | — | — | — | $462K | 0.8% | |
| American Funds 2035 R6 Mutual Fund | — | — | — | $388K | 0.7% | |
| JP Morgan Small Cap Value R6 Mutual Fund | — | — | — | $305K | 0.5% | |
| Pear Tree Polar R6 Mutual Fund | — | — | — | $236K | 0.4% | |
| American Funds 2015 R6 Mutual Fund | — | — | — | $200K | 0.4% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | — | $178K | 0.3% | |
| American Funds 2010 R6 Mutual Fund | — | — | — | $177K | 0.3% | |
| (E) | — | — | — | $17K | <0.1% | |
| American Funds 2065 R6 Mutual Fund | — | — | — | $17K | <0.1% |