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Original filing (PDF)20251014173040NAL0003501697001
NIXON & VANDERHYE, P.C.
Form 5500
FILING_RECEIVED
NIXON & VANDERHYE, P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
63% in single holding
Active participants
100
Accounts w/ balance
126
Plan assets (EOY)
$85.2M
Net assets (EOY)
$85.2M
How this plan invests
This plan
22 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Self-Directed Brokerage Accounts various -" is 63% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NIXON & VANDERHYE, P.C..
Plan sponsor
Name
NIXON & VANDERHYE, P.C.
EIN
54-1344667
Address
901 N GLEBE RD STE 1100 · ARLINGTON, VA · 222034184
Phone
(703) 816-4000
Industry
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
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
THOMPSON GREENSPON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | DENVER, CO | RECORDKEEPER | $0 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | NEW YORK, NY | BROKER | $0 | — |
Investments
4 direct securities · 22 pooled funds· $84.5M(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.
Uncategorized
$53.4M
3 holdings
Common Collective Trust
$27.6M
22 holdings
Mutual Funds
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts various - | — | — | — | $53.1M | 62.4% | |
| MULTI-MGR LARGE CAP VALUE FD CL35 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 26-3783374 / PN 907 | Common Collective Trust | — | — | $5.2M | 6.1% | |
| MULTI-MGR LARGE CAP GROWTH CL 35 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 26-3783757 / PN 930 | Common Collective Trust | — | — | $5.1M | 6.0% | |
| SHORT DURATION CL 35 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 26-3783890 / PN 941 | Common Collective Trust | — | — | $3.5M | 4.1% | |
| Vanguard Wellington Fund - | Mutual Funds | — | — | $3.4M | 4.0% | |
| INTL FUNDAMENTAL VALUE CL 35 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 26-3783687 / PN 920 | Common Collective Trust | — | — | $2.7M | 3.2% | |
| MONEY MARKET CL R GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 26-3783342 / PN 903 | Common Collective Trust | — | — | $2.0M | 2.3% | |
| BLACKROCK EQUITY INDEX CL 41 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.8% | |
| CORE PLUS FIXED INCOME CL 35 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 26-3783650 / PN 914 | Common Collective Trust | — | — | $1.5M | 1.7% | |
| MULTI-MGR MID-CAP VALUE CL 35 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 26-3783919 / PN 945 | Common Collective Trust | — | — | $1.4M | 1.7% | |
| MULTI-MGR MID-CAP GROWTH CL 35 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 26-3783748 / PN 929 | Common Collective Trust | — | — | $1.3M | 1.5% | |
| MULTI-MGR SMALL CAP VALUE CL R GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 26-3783916 / PN 944 | Common Collective Trust | — | — | $1.2M | 1.4% | |
| BLACKROCK RUSSELL 2000 GROWTH CL31 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 20-3802395 / PN 006 | Common Collective Trust | — | — | $1.0M | 1.2% | |
| REIT CL 35 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 26-3783868 / PN 937 | Common Collective Trust | — | — | $411K | 0.5% | |
| CALLAN GLIDEPATH 2040 R6 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 26-0258007 / PN 106 | Common Collective Trust | — | — | $407K | 0.5% | |
| Notes Receivable from Participants 5.25-10.50%; Maturity dates October 2026 - September 2039 - | — | — | — | $298K | 0.3% | |
| CALLAN GLIDEPATH 2030 R6 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 26-0257940 / PN 104 | Common Collective Trust | — | — | $117K | 0.1% | |
| CALLAN GLIDEPATH 2050 R6 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 26-4835263 / PN 159 | Common Collective Trust | — | — | $70K | <0.1% | |
| CALLAN GLIDEPATH 2055 R6 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 26-4835327 / PN 160 | Common Collective Trust | — | — | $70K | <0.1% | |
| CALLAN GLIDEPATH 2035 R6 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 26-0257981 / PN 105 | Common Collective Trust | — | — | $46K | <0.1% | |
| BLACKROCK MID-CAP EQUITY INDEX CL31 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $44K | <0.1% | |
| CALLAN GLIDEPATH 2045 R6 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 26-0258032 / PN 107 | Common Collective Trust | — | — | $34K | <0.1% | |
| CALLAN GLIDEPATH 2060 R6 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 46-2086473 / PN 172 | Common Collective Trust | — | — | $10K | <0.1% | |
| CALLAN GLIDEPATH 2020 R6 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 26-0257888 / PN 102 | Common Collective Trust | — | — | $7K | <0.1% | |
| information regarding assets so held in accordance with 29 CFR 2520.103-5. Our audit did not extend to the | — | — | — | $3K | <0.1% | |
| BALANCED CL R GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 26-3783639 / PN 913 | Common Collective Trust | — | — | $0 | <0.1% |