Kelly Hayertz signed Nexus Cooperative's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nexus Cooperative's EIN is 42-0243960.
Download the official 2024 Form 5500 (PDF) for Nexus Cooperative from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nexus Cooperative's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-0127290 | — | NONE | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2934414 | — | NONE | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL/BLACKROCK S&P 500 INDEX SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $2.4M | $4.6M | 11.6% | |
| PFG/FEDERATED TOTAL RETURN BOND CIT SEI TRUST COMPANY · EIN 46-6584317 / PN 001 | Common Collective Trust | — | $3.8M | $4.2M | 10.6% | |
| ALLSPRING CORE BOND CIT F SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | $3.9M | $4.2M | 10.6% | |
| TCW MetWest Total Return Bond Fund Class I Mutual Fund 461,975 shares | Other securities | — | $4.7M | $4.2M | 10.6% | |
| Fidelity Real Estate Index Fund Mutual Fund 174,703 shares | Common Collective Trusts | — | $2.7M | $2.9M | 7.3% | |
| PRINCIPAL/MFS VALUE CIT F SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | $1.3M | $2.8M | 7.0% | |
| PRINCIPAL/BLACKROCK S&P MC INDX SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | $1.5M | $2.6M | 6.6% | |
| ALPS/CoreCommodity Management Complete Commodities Strategy Fund Mutual Fund 257,697 shares | Other securities | — | $1.9M | $2.0M | 5.0% | |
| PRINCIPAL/BLACKROCK INTL EQTY INDX SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | $1.1M | $1.9M | 4.9% | |
| Invesco Oppenheimer International Growth R6 Fund Mutual Fund 436,070 shares | Mutual Funds | — | $2.2M | $1.9M | 4.8% | |
| American Funds Europacific Growth R6 Fund Mutual Fund 33,647 shares | Mutual Funds | — | $1.8M | $1.9M | 4.7% | |
| PFG/MULTI-MANAGER SMALL CAP CIT N SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | $878K | $1.4M | 3.6% | |
| PIMCO High Yield Fund Institutional Class Mutual Fund 172,126 shares | Mutual Funds | — | $1.5M | $1.4M | 3.5% | |
| PRINCIPAL/TRP INST LCG MGD CIT F SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | $488K | $1.2M | 3.1% | |
| PRINCIPAL/AB LARGE CAP GROWTH CIT SEI TRUST COMPANY · EIN 92-1443848 / PN 003 | Common Collective Trust | — | $836K | $1.2M | 3.1% | |
| Fidelity Emerging Markets Index Fund Mutual Fund 90,342 shares | Common Collective Trusts | — | $946K | $982K | 2.5% | |
| ALLSPRING ST INVESTMENT FUND S1 SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | $248K | $248K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
