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Original filing (PDF)20250905171012NAL0017334737001
NEXUS BRANDS GROUP, INC.
Form 5500
FILING_RECEIVED
NEXUS BRANDS RETIREMENT PLAN
401(k) retirement plan
Active participants
303
Accounts w/ balance
164
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Vendor stack
100
Participation health
80
Knocking points off
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXUS BRANDS GROUP, INC..
Plan sponsor
Name
NEXUS BRANDS GROUP, INC.
EIN
47-5439843
Address
721 N. ECKHOFF STREET · ORANGE, CA · 92868
Phone
(714) 627-5132
Industry
Wholesale 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
2025-09-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $6K | — |
Investments
31 direct securities · 1 pooled fund· $7.1M(100% 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.
Uncategorized
$5.8M
30 holdings
Mutual Funds
$1.0M
1 holding
Common Collective Trust
$220K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2045 Trgt Dt Ret R6 | Mutual Funds | — | — | $1.0M | 14.7% | |
| American Funds American Funds 2035 Target Date N/R | — | — | — | $1.0M | 14.6% | |
| American Funds American Funds 2050 Target Date N/R | — | — | — | $717K | 10.2% | |
| American Funds American Funds 2040 Target Date N/R | — | — | — | $647K | 9.2% | |
| American Funds American Funds 2055 Target Date N/R | — | — | — | $513K | 7.3% | |
| State Street Corporation State Street Equity 500 Index K N/R | — | — | — | $408K | 5.8% | |
| JP Chase Morgan JPMorgan US Equity R6 N/R | — | — | — | $396K | 5.6% | |
| American Funds American Funds American Balanced R6 N/R | — | — | — | $351K | 5.0% | |
| American Funds American Funds 2030 Target Date N/R | — | — | — | $316K | 4.5% | |
| American Funds American Funds 2025 Target Date N/R | — | — | — | $302K | 4.3% | |
| Participants Notes Receivable with interest rates of 8.50% to 9.50% | — | — | — | $235K | 3.3% | |
| INVESCO STABLE VALUE TRUST CLASS B1 INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $220K | 3.1% | |
| American Funds American Funds 2060 Target Date N/R | — | — | — | $174K | 2.5% | |
| Vanguard Mid Cap Index Adm N/R | — | — | — | $134K | 1.9% | |
| JP Morgan JP Morgan Large Cap Growth R6 N/R | — | — | — | $114K | 1.6% | |
| Vanguard Value Index Adm N/R | — | — | — | $104K | 1.5% | |
| American Funds American Funds 2065 Target Date N/R | — | — | — | $43K | 0.6% | |
| Vanguard Small Cap Index Adm N/R | — | — | — | $40K | 0.6% | |
| Principal Financial Group Principal Diversified Real Asset Inst N/R | — | — | — | $37K | 0.5% | |
| Invesco Gold & Special Minerals R6 N/R | — | — | — | $34K | 0.5% | |
| State Street Corporation State Street Aggregate Bond Index K N/R | — | — | — | $32K | 0.5% | |
| PIMCO International Bond (USD Hedged) N/R | — | — | — | $32K | 0.4% | |
| Instl Prudential Investment Management PGIM Total Return Bond R6 N/R | — | — | — | $32K | 0.4% | |
| Hartford Intl Opp R6 | — | — | — | $25K | 0.4% | |
| Hartford Funds Hartford International Opportunities R6 N/R | — | — | — | $25K | 0.4% | |
| American Funds American Funds 2020 Target Date N/R | — | — | — | $19K | 0.3% | |
| AllianceBernstein AB Small Cap Growth Z N/R | — | — | — | $16K | 0.2% | |
| State Street Corporation State Street Global Equity ex-US Index K N/R | — | — | — | $14K | 0.2% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z N/R | — | — | — | $12K | 0.2% | |
| GW&K Investment Management AMG GW&K Small/Mid Cap I N/R | — | — | — | $11K | 0.2% | |
| American Funds American Funds New World R6 N/R | — | — | — | $9K | 0.1% | |
| Allspring Global Investments Allspring Special Mid Cap Value R6 N/R | — | — | — | $3K | <0.1% |
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