How big is NM Management, Inc.'s plan?

NM Management, Inc.'s plan reported $8.5M in assets and 114 participants for 2024.

Original filing (PDF)20251015145444NAL0002489891001

NM Management, Inc.

Name: NM Management, Inc. — NM Management 401(k) Plan, Form 5500 (2024)
Creator: NM Management, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

NM Management 401(k) Plan

401(k) retirement plan · NM Management, Inc.'s NM Management 401(k) Plan held $8.5M in plan assets for 114 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosure27% in single holding

Active participants

114

Accounts w/ balance

170

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

People on this filing

Thomas Baker signed NM Management, Inc.'s 2024 Form 5500 as plan administrator.

Thomas Baker — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

NM Management, Inc.'s EIN is 54-1882523.

EIN 54-1882523

Plan number 001

Plan year 2024

ACK ID 20251015145444NAL0002489891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for NM Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

NM Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.

Plan sponsor

Name

NM MANAGEMENT, INC.

EIN

all filings

Address

5990 KINGSTOWNE TOWNE CENTER · SUITE 100 · ALEXANDRIA, VA · 22315

Phone

(703) 822-2375

Industry

Real Estate

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

2025-10-15

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$31K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KAIROS CAPITAL ADVISORS LLC	51-0539978	—	ADVISOR	$24K	—
STRATEGIC ADVISORS, INC.

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

27 direct securities· $8.5M(100% of reported assets)

Mutual Funds

$5.1M

17 holdings

Other

$2.3M

1 holding

Common Collective Trusts

$1.0M

8 holdings

U.S. Treasuries

$25K

1 holding

					% of plan
[Assets held in registered investment companies (mutual funds)]	Other	—	—	$2.3M	27.4%
Fidelity Management Trust Company Fidelity Freedom 2020 Fund	Mutual Funds	—	—	$1.2M	14.4%
Fidelity Management Trust Company Fidelity Freedom 2030 Fund	Mutual Funds	—	—	$1.1M	13.2%
Fidelity Management Trust Company Fidelity Freedom 2025 Fund	Mutual Funds	—	—	$856K	10.0%
Fidelity Management Trust Company Fidelity Freedom 2010 Fund	Mutual Funds	—	—	$514K	6.0%
Fidelity Management Trust Company Spartan 500 Index Advantage Fund	Common Collective Trusts	—	—	$241K	2.8%
Fidelity Management Trust Company Fidelity Freedom 2050 Fund	Mutual Funds	—	—	$234K	2.7%
Fidelity Management Trust Company Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$234K	2.7%
Fidelity Management Trust Company Fidelity Balanced Fund	Mutual Funds	—	—	$226K	2.6%
Fidelity Management Trust Company Fidelity Freedom 2015 Fund	Mutual Funds	—	—	$224K	2.6%
Fidelity Management Trust Company Fidelity Total Market Index Fund	Common Collective Trusts	—	—	$181K	2.1%
Fidelity Management Trust Company Fidelity Freedom 2040 Fund	Mutual Funds	—	—	$165K	1.9%
Fidelity Management Trust Company Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$144K	1.7%
Fidelity Management Trust Company Fidelity Growth Discovery Fund	Mutual Funds	—	—	$124K	1.5%
Interest (b) Identity of Issuer (c) Description of Investment (d) Cost** Value * Fidelity Management Trust Company Fidelity Capital and Income	Mutual Funds	—	—	$111K	1.3%
Fidelity Management Trust Company Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$109K	1.3%
Fidelity Management Trust Company Fidelity Freedom 2035 Fund	Mutual Funds	—	—	$104K	1.2%
Fidelity Management Trust Company Fidelity Emerging Markets Fund	Mutual Funds	—	—	$91K	1.1%
Fidelity Management Trust Company Fidelity International Index Fund	Common Collective Trusts	—	—	$83K	1.0%
Fidelity Management Trust Company Fidelity Freedom 2055 Fund	Mutual Funds	—	—	$48K	0.6%
Fidelity Management Trust Company Fidelity Freedom 2045 Fund	Mutual Funds	—	—	$44K	0.5%
Fidelity Management Trust Company Fidelity Intermediate Treasury Bond Index Fund	U.S. Treasuries	—	—	$25K	0.3%
Fidelity Management Trust Company Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$23K	0.3%
Fidelity Management Trust Company Fidelity Real Estate Index Fund	Common Collective Trusts	—	—	$21K	0.2%
Fidelity Management Trust Company Fidelity Freedom 2060 Fund	Mutual Funds	—	—	$19K	0.2%
Fidelity Investments Fidelity Retirement Money Market Portfolio	Mutual Funds	—	—	$11K	0.1%
Fidelity Management Trust Company Fidelity Freedom Income	Mutual Funds	—	—	$9K	0.1%