Original filing (PDF)20251001160126NAL0016359024001

NIMBLE RX, INC.

Name: NIMBLE RX, INC. — NIMBLE RX 401(K) PLAN, Form 5500 (2024)
Creator: NIMBLE RX, INC.

Form 5500

FILING_RECEIVED

NIMBLE RX 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

127

Accounts w/ balance

164

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

How this plan invests

This plan

7 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NIMBLE RX, INC..

Plan sponsor

Name

NIMBLE RX, INC.

EIN

47-2550103

Address

2317 BROADWAY, SUITE 1 · REDWOOD CITY, CA · 94063

Phone

—

Industry

Retail Tradesee 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

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

BPM LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

7 pooled funds· $3.7M(78% 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.

Investment	Type	Current value	% of plan
MYCOMPASS INDEX MODERATE 2055 FUND WILMINGTON TRUST, N.A. · EIN 38-4097335 / PN 481	Common Collective Trust	$1.6M	33.1%
MYCOMPASS INDEX MODERATE 2045 FUND WILMINGTON TRUST, N.A. · EIN 38-4097334 / PN 480	Common Collective Trust	$1.0M	21.6%
MYCOMPASS INDEX MODERATE 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-7271385 / PN 766	Common Collective Trust	$894K	19.0%
MYCOMPASS INDEX MODERATE RETIREMENT WILMINGTON TRUST, N.A. · EIN 38-4097331 / PN 477	Common Collective Trust	$84K	1.8%
MYCOMPASS INDEX CONSERVATIVE 2055 F WILMINGTON TRUST, N.A. · EIN 38-4097340 / PN 486	Common Collective Trust	$68K	1.4%
MYCOMPASS INDEX MODERATE 2035 FUND WILMINGTON TRUST, N.A. · EIN 38-4097333 / PN 479	Common Collective Trust	$43K	0.9%
MYCOMPASS INDEX AGGRESSIVE 2055 FUN WILMINGTON TRUST, N.A. · EIN 38-4097330 / PN 476	Common Collective Trust	$13K	0.3%