How big is Nexus Engineering Group, Inc.'s plan?

Nexus Engineering Group, Inc.'s plan reported $31.2M in assets and 246 participants for 2024.

Original filing (PDF)20251006101641NAL0001779923001

Nexus Engineering Group, Inc.

Name: Nexus Engineering Group, Inc. — Nexus Engineering, Form 5500 (2024)
Creator: Nexus Engineering Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Nexus Engineering Group, Inc. 401(k) Retirement Plan

401(k) retirement plan · Nexus Engineering Group, Inc.'s Nexus Engineering Group, Inc. 401(k) Retirement Plan held $31.2M in plan assets for 246 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

246

Accounts w/ balance

289

Plan assets (EOY)

$31.2M

Net assets (EOY)

$31.2M

People on this filing

LISA Theis signed Nexus Engineering Group, Inc.'s 2024 Form 5500 as plan administrator.

LISA Theis — 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

Nexus Engineering Group, Inc.'s EIN is 76-0795388.

EIN 76-0795388

Plan number 001

Plan year 2024

ACK ID 20251006101641NAL0001779923001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEXUS ENGINEERING GROUP, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

35 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

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

NEXUS ENGINEERING GROUP, INC.

EIN

all filings

Address

1422 EUCLID AVE., SUITE 1400 · THE HANNA BUILDING · CLEVELAND, OH · 44115

Phone

(216) 404-7867

Industry

Engineering Services· Professional & Technical Services

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

2025-10-06

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)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$29K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	13-2638166	—	ADVISOR	$36K	—

Investments

35 direct securities · 1 pooled fund· $31.1M(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.

Mutual Funds

$16.6M

20 holdings

Other securities

$7.1M

9 holdings

Common Collective Trusts

$4.2M

5 holdings

Common Collective Trust

$2.9M

1 holding

Bonds / Notes

$281K

1 holding

					% of plan
PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$2.9M	9.1%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.6M	8.4%
Fidelity Freedom 2050 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$2.3M	7.3%
Fidelity Freedom 2045 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$2.2M	7.1%
T. Rowe Price Capital Appreciation Fund I Class Mutual Fund	Other securities	—	—	$2.0M	6.4%
Fidelity Freedom 2030 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$1.8M	5.9%
Fidelity Growth Discovery Fund Class K Mutual Fund	Mutual Funds	—	—	$1.7M	5.6%
Fidelity Freedom 2060 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$1.4M	4.4%
JPMorgan Value Advantage Fund Class R6 Mutual Fund	Other securities	—	—	$1.3M	4.2%
Fidelity Freedom 2040 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$1.3M	4.1%
JPMorgan U.S. Research Enhanced Equity Fund Class R6 Mutual Fund	Other securities	—	—	$1.1M	3.6%
Fidelity Freedom 2025 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$1.1M	3.4%
Fidelity Small Cap Growth K6 Fund Mutual Fund	Mutual Funds	—	—	$956K	3.1%
Fidelity Freedom 2035 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$892K	2.9%
Fidelity Freedom 2055 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$747K	2.4%
Lord Abbett Total Return Fund Class R6 Mutual Fund	Mutual Funds	—	—	$735K	2.4%
Principal MidCap Fund Class R6 Mutual Fund	Other securities	—	—	$594K	1.9%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$580K	1.9%
BNY Mellon Natural Resources Fund Class Y Mutual Fund	Other securities	—	—	$518K	1.7%
Dodge & Cox International Stock Fund Class X Mutual Fund	Mutual Funds	—	—	$481K	1.5%
John Hancock Funds Disciplined Value Mid Cap Fund Class R6 Mutual Fund	Other securities	—	—	$475K	1.5%
Columbia Small Cap Value Fund II Institutional 3 Class Mutual Fund	Other securities	—	—	$471K	1.5%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$430K	1.4%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$366K	1.2%
Fidelity Freedom 2065 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$358K	1.1%
Cohen & Steers Realty Shares Fund Class Z Mutual Fund	Other securities	—	—	$351K	1.1%
Goldman Sachs Small/Mid Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$286K	0.9%
Participant Loans 3.25 - 8.50% -0-	Bonds / Notes	—	—	$281K	0.9%
Baillie Gifford Emerging Markets Equities Fund Class K Mutual Fund	Mutual Funds	—	—	$273K	0.9%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$236K	0.8%
Fidelity Freedom 2015 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$135K	0.4%
Fidelity Freedom 2020 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$77K	0.2%
DFA Global Allocation 60/40 I Mutual Fund	Mutual Funds	—	—	$77K	0.2%
Fidelity Government Money Market Fund Class K6 Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
Fidelity Freedom Income K6 Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
Fidelity Freedom 2070 Fund Class K7 Mutual Fund	Mutual Funds	—	—	$3K	<0.1%