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Original filing (PDF)20251011050421NAL0008804769001
NATIONSBENEFITS LLC
Form 5500
FILING_RECEIVED
NATIONSHEARING LLC 401K PROFIT SHARING PLAN TRUST
401(k) retirement plan
Signals · 1
~114 bps in Sched C fees
Active participants
1,512
Accounts w/ balance
1,500
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 114 bps in Schedule C fees — 118% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONSBENEFITS LLC.
Plan sponsor
Name
NATIONSBENEFITS LLC
EIN
47-4660944
Address
1700 NORTH UNIVERSITY DRIVE · PLANTATION, FL · 33322
Phone
(954) 854-5052
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
2025-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $86K | — |
Investments
32 direct securities · 1 pooled fund· $7.5M(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.
Registered Investment Companies
$7.4M
32 holdings
Common Collective Trust
$59K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $942K | 12.4% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $922K | 12.1% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $870K | 11.4% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $749K | 9.9% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $615K | 8.1% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $563K | 7.4% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $514K | 6.8% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $448K | 5.9% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $222K | 2.9% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $203K | 2.7% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $165K | 2.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $152K | 2.0% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $144K | 1.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $140K | 1.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $125K | 1.6% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $101K | 1.3% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $88K | 1.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $79K | 1.0% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $71K | 0.9% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $62K | 0.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $59K | 0.8% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $58K | 0.8% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $54K | 0.7% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $33K | 0.4% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $24K | 0.3% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $21K | 0.3% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $16K | 0.2% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $15K | 0.2% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $11K | 0.1% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $8K | 0.1% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $4K | <0.1% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $3K | <0.1% |
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