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Original filing (PDF)20250805173622NAL0006292818001
NEXUM, INC.
Form 5500
FILING_RECEIVED
NEXUM, INC. 401(K) PLAN
401(k) retirement plan
Active participants
89
Accounts w/ balance
107
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXUM, INC..
Plan sponsor
Name
NEXUM, INC.
EIN
75-3026056
Address
2901 CARLSON DRIVE · SUITE 204 · HAMMOND, IN · 46323
Phone
(219) 230-5426
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
2025-08-05
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FGMK, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERV | — | IRVINE, CA | RECORDKEEPER | $11K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINTRUST INVESTMENTS, LLC | — | CHICAG, IL | INVESTMENT ADVISOR | $15K | — |
| ONEDIGITAL INVESTMENT ADVISORS, LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $15K | — |
Investments
23 direct securities· $11.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Fund R6 Mutual Fund | — | — | — | $2.1M | 18.6% | |
| American Funds 2045 Target Date Fund R6 Mutual Fund | — | — | — | $1.7M | 14.9% | |
| American Funds 2040 Target Date Fund R6 Mutual Fund | — | — | — | $1.0M | 9.1% | |
| American Funds 2050 Target Date Fund R6 Mutual Fund | — | — | — | $873K | 7.7% | |
| American Funds 2055 Target Date Fund R6 Mutual Fund | — | — | — | $858K | 7.5% | |
| American Funds 2035 Target Date Fund R6 Mutual Fund | — | — | — | $830K | 7.3% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $631K | 5.5% | |
| American Funds Washington Mutual R6 Mutual Fund | — | — | — | $488K | 4.3% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | — | — | — | $392K | 3.4% | |
| Blackrock Health Sciences Opps Inst Mutual Fund | — | — | — | $314K | 2.8% | |
| American Funds 2060 Target Date Fund R6 Mutual Fund | — | — | — | $314K | 2.8% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $311K | 2.7% | |
| American Funds 2025 Target Date Fund R6 Mutual Fund | — | — | — | $226K | 2.0% | |
| American Funds Europacific Gr R6 Mutual Fund | — | — | — | $184K | 1.6% | |
| Pimco Income Instl Mutual Fund | — | — | — | $180K | 1.6% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $174K | 1.5% | |
| maturing from 2025 - 2029 | — | — | — | $167K | 1.5% | |
| American Funds 2065 Target Date Fund R6 Mutual Fund | — | — | — | $124K | 1.1% | |
| Vanguard Small Cap Index Fund - Admiral Mutual Fund | — | — | — | $114K | 1.0% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund | — | — | — | $81K | 0.7% | |
| American Funds 2020 Target Date Fund R6 Mutual Fund | — | — | — | $70K | 0.6% | |
| Federated Hermes Capital Preservation R6 Money Market Fund | — | — | — | $43K | 0.4% | |
| Federated Hermes Capitl Preservation R6 - Forfeiture Money Market Fund | — | — | — | $12K | 0.1% |
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