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Original filing (PDF)20250930051422NAL0028553250001
NEXUS HEALTH SYSTEMS, LTD
Form 5500
FILING_RECEIVED
NEXUS HEALTH SYSTEMS, LTD 401(K) PLAN
401(k) retirement plan
Active participants
815
Accounts w/ balance
951
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
This plan
6 pooled trusts
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
- 55 bps in Schedule C fees — 90% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXUS HEALTH SYSTEMS, LTD.
Plan sponsor
Name
NEXUS HEALTH SYSTEMS, LTD
EIN
76-0558988
Address
ONE RIVERWAY SUITE 700 · HOUSTON, TX · 77056
Phone
(713) 589-4146
Industry
Health Care & Social Assistancesee 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
2025-09-30
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $59K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | 75-0786316 | — | ACCOUNTANT | $18K | — |
Investments
27 direct securities · 6 pooled funds· $13.3M(95% 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
$11.9M
27 holdings
Common Collective Trust
$1.4M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERCENT ONE CHOICE 2045 A | Registered Investment Companies | — | — | $3.2M | 23.1% | |
| AMERCENT ONE CHOICE 2035 A | Registered Investment Companies | — | — | $2.3M | 16.4% | |
| AMERCENT ONE CHOICE 2025 A | Registered Investment Companies | — | — | $1.1M | 8.0% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $936K | 6.7% | |
| HARTFORD DIVIDEND & GROWTH -R4 | Registered Investment Companies | — | — | $693K | 4.9% | |
| JPMORGAN SMALL CAP GROWTH - A | Registered Investment Companies | — | — | $658K | 4.7% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $440K | 3.1% | |
| VICTORY RS LARGE CAP ALPHA A | Registered Investment Companies | — | — | $438K | 3.1% | |
| NATIONWIDE S&P 500 INDEX FD -A | Registered Investment Companies | — | — | $357K | 2.5% | |
| INVESCO GLOBAL A | Registered Investment Companies | — | — | $349K | 2.5% | |
| AMERCENT HERITAGE FUND - A | Registered Investment Companies | — | — | $312K | 2.2% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $252K | 1.8% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $224K | 1.6% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $212K | 1.5% | |
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $207K | 1.5% | |
| AMERCENT ONE CHOICE RETIRE A | Registered Investment Companies | — | — | $205K | 1.5% | |
| AC STRAT ALLOC MOD FUND - A | Registered Investment Companies | — | — | $196K | 1.4% | |
| JANHEN SMALL CAP VALUE FD - S | Registered Investment Companies | — | — | $180K | 1.3% | |
| PUTNAM INT CAPITAL OPP -A | Registered Investment Companies | — | — | $169K | 1.2% | |
| AC STRAT ALLOC AGG FUND - A | Registered Investment Companies | — | — | $152K | 1.1% | |
| INVESCO OPP INTL GROWTH - A | Registered Investment Companies | — | — | $151K | 1.1% | |
| FEDERATED HERMES INTL LEADERS | Registered Investment Companies | — | — | $141K | 1.0% | |
| PUTNAM MORTGAGE SECURITIES A | Registered Investment Companies | — | — | $115K | 0.8% | |
| VIRTUS SILVANT FOCUSED GR A | Registered Investment Companies | — | — | $104K | 0.7% | |
| PIMCO REAL RETURN FUND - A | Registered Investment Companies | — | — | $99K | 0.7% | |
| DWS TOTAL RETURN BOND A | Registered Investment Companies | — | — | $42K | 0.3% | |
| AC STRAT ALLOC CONS FUND - A | Registered Investment Companies | — | — | $22K | 0.2% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $5K | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $5K | <0.1% | |
| STATE US INFL PROT BD IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 363 | Common Collective Trust | — | — | $4K | <0.1% | |
| LORD ABBETT SHORT DUR INC R4 | Registered Investment Companies | — | — | $3K | <0.1% | |
| STATE ST US BD IDX SL VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 362 | Common Collective Trust | — | — | $2K | <0.1% | |
| AMRCENT INFLATION-ADJ BOND - A | Registered Investment Companies | — | — | $2K | <0.1% |