Hope M Thompson signed Nexus Therapy Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nexus Therapy Management, LLC's EIN is 46-3169565.
Download the official 2024 Form 5500 (PDF) for Nexus Therapy Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nexus Therapy Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASCAGNI WEALTH MANAGEMENT | — | CLINTON, MS | NONE | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2055 Trgt Date Retire R6 Mutual Fund, 21,016 shares | Mutual Funds | — | $21K | $555K | 14.4% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Fund, 16,489 shares | Mutual Funds | — | $16K | $296K | 7.7% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Fund, 12,423 shares | Mutual Funds | — | $12K | $260K | 6.7% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Fund, 12,548 shares | Mutual Funds | — | $13K | $258K | 6.7% | |
| T. Rowe Price Blue Chip Growth Mutual Fund, 838 shares | Other securities | — | — | $241K | 6.3% | |
| Fidelity Contrafund Mutual Fund, 11,055 shares | Mutual Funds | — | $11K | $232K | 6.0% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Fund, 10,285 shares | Mutual Funds | — | $10K | $218K | 5.7% | |
| T. Rowe Price International Discovery Mutual Fund, 12 shares 747 Vanguard 500 Index Admiral Mutual Fund, 396 shares | Common Collective Trusts | — | — | $215K | 5.6% | |
| American Funds 2035 Trgt Date Retire R6 Mutual Fund, 10,939 shares | Mutual Funds | — | $11K | $208K | 5.4% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Fund, 11,969 shares | Mutual Funds | — | $12K | $207K | 5.4% | |
| Parnassus Mid-Cap Mutual Fund, 3,341 shares | Other securities | — | $3K | $125K | 3.2% | |
| Glenmede Quant US Large Cap Gr Eq Instl Mutual Fund, 4,229 shares | Other securities | — | $4K | $114K | 3.0% | |
| Participant loans Interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $104K | 2.7% | |
| American Funds American Balanced R6 Mutual Fund, 2,275 shares | Mutual Funds | — | $2K | $78K | 2.0% | |
| BlackRock High Yield Bond Instl Mutual Fund, 10,758 shares | Other securities | — | $11K | $76K | 2.0% | |
| Baird Aggregate Bond Inst Mutual Fund, 7,817 shares | Other securities | — | $8K | $75K | 2.0% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Fund, 4,698 shares | Mutual Funds | — | $5K | $71K | 1.9% | |
| Loomis Sayles Global Allocation Y Mutual Fund, 2,842 shares | Other securities | — | $3K | $70K | 1.8% | |
| American Century Equity Income I Mutual Fund, 18 shares 152 American Funds 2015 Trgt Date Retire R6 Mutual Fund, 4,625 shares | Mutual Funds | — | $5K | $57K | 1.5% | |
| General account funds * CMFG Stable Value A21 Stable Value Fund, 3,678 shares | Stable Value | — | $4K | $48K | 1.2% | |
| Vanguard Short-Term Bond Index Admiral Mutual Fund, 15 shares 154 Vanguard Small Cap Growth Index Admiral Mutual Fund, 439 share | Mutual Funds | — | — | $43K | 1.1% | |
| Morgan Stanley Global Fixed Income Opportunities I Mutual Fund, 7,621 shares | Other securities | — | $8K | $40K | 1.0% | |
| Artisan Global Opportuinites Instl Mutual Fund, 1,169 shares | Other securities | — | $1K | $38K | 1.0% | |
| AQR International Defensive Style R6 Mutual Fund, 11 shares 148 AQR Large Cap Defensive Style N Mutual Fund, 1,823 shares | Other securities | — | $2K | $37K | 1.0% | |
| Vanguard Mid Cap Index Admiral Mutual Fund, 105 shares | Mutual Funds | — | — | $31K | 0.8% | |
| Vanguard Real Estate Index Admiral Mutual Fund, 231 shares | Mutual Funds | — | — | $29K | 0.8% | |
| Artisan Small Cap Institutional Mutual Fund, 769 shares | Other securities | — | — | $28K | 0.7% | |
| BNY Mellon Sm/Md Cp Gr I Mutual Fund, 964 shares | Other securities | — | — | $28K | 0.7% | |
| American Funds New World R6 Mutual Fund, 301 shares | Mutual Funds | — | — | $23K | 0.6% | |
| Buffalo International Mutual Fund, 1,018 shares | Other securities | — | $1K | $21K | 0.5% | |
| Vanguard Wellesley Income Admiral Mutual Fund, 162 shares | Mutual Funds | — | — | $11K | 0.3% | |
| MFS Mid Cap Value I Mutual Fund, 163 shares | Mutual Funds | — | — | $5K | 0.1% | |
| American Funds 2020 Trgt Date Retire R6 Mutual Fund, 346 shares | Mutual Funds | — | — | $5K | 0.1% | |
| Janus Henderson Balanced A Mutual Fund, 90 shares | Mutual Funds | — | — | $4K | 0.1% | |
| Franklin Convertible Securities Adv Mutual Fund, 97 shares | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
