Original filing (PDF)20250717140935NAL0000717042001

NEXUS PRACTICE PARTNERS, LLC

Name: NEXUS PRACTICE PARTNERS, LLC — NEXUS PRACTICE PARTNERS, LLC RETIREMENT TRUST, Form 5500 (2024)
Creator: NEXUS PRACTICE PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

NEXUS PRACTICE PARTNERS, LLC RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXUS PRACTICE PARTNERS, LLC.

Plan sponsor

Name

NEXUS PRACTICE PARTNERS, LLC

EIN

45-3115808

Address

1333 3RD AVE SOUTH · STE 301 · NAPLES, FL · 34102

Phone

(239) 262-2020

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

AIRSTARS CORP

AIRSTARS CORP RETIREMENT TRUST

$85K · 5 participants

FUEL EQUIPMENT SERVICES INC.

FUEL EQUIPMENT SERVICES INC. DBA FUEL SERV RETIREMENT TRUST

$85K · 6 participants

VALSOFT CASD INC

VALSOFT CASD INC 401(K) PROFIT SHARING PLAN & TRUST

$85K · 7 participants

M J BUSINESS SERVICES INC

M J BUSINESS SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

$85K · 12 participants

MAFE RESOURCES, LLC

MAFE RESOURCES 401(K) PLAN