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Original filing (PDF)20251006101641NAL0001779923001
NEXUS ENGINEERING GROUP, INC.
Form 5500
FILING_RECEIVED
NEXUS ENGINEERING GROUP, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
246
Accounts w/ balance
289
Plan assets (EOY)
$31.2M
Net assets (EOY)
$31.2M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXUS ENGINEERING GROUP, INC..
Plan sponsor
Name
NEXUS ENGINEERING GROUP, INC.
EIN
76-0795388
Address
1422 EUCLID AVE., SUITE 1400 · THE HANNA BUILDING · CLEVELAND, OH · 44115
Phone
(216) 404-7867
Industry
Engineering Services· 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
2025-10-06
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)
Auditor
BARNES WENDLING CPAS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| 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.
Uncategorized
$27.9M
34 holdings
Common Collective Trust
$2.9M
1 holding
Mutual Funds
$273K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $2.6M | 8.4% | |
| Fidelity Freedom 2050 Fund Class K6 Mutual Fund | — | — | — | $2.3M | 7.3% | |
| Fidelity Freedom 2045 Fund Class K6 Mutual Fund | — | — | — | $2.2M | 7.1% | |
| T. Rowe Price Capital Appreciation Fund I Class Mutual Fund | — | — | — | $2.0M | 6.4% | |
| Fidelity Freedom 2030 Fund Class K6 Mutual Fund | — | — | — | $1.8M | 5.9% | |
| Fidelity Growth Discovery Fund Class K Mutual Fund | — | — | — | $1.7M | 5.6% | |
| Fidelity Freedom 2060 Fund Class K6 Mutual Fund | — | — | — | $1.4M | 4.4% | |
| JPMorgan Value Advantage Fund Class R6 Mutual Fund | — | — | — | $1.3M | 4.2% | |
| Fidelity Freedom 2040 Fund Class K6 Mutual Fund | — | — | — | $1.3M | 4.1% | |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 Mutual Fund | — | — | — | $1.1M | 3.6% | |
| Fidelity Freedom 2025 Fund Class K6 Mutual Fund | — | — | — | $1.1M | 3.4% | |
| Fidelity Small Cap Growth K6 Fund Mutual Fund | — | — | — | $956K | 3.1% | |
| Fidelity Freedom 2035 Fund Class K6 Mutual Fund | — | — | — | $892K | 2.9% | |
| Fidelity Freedom 2055 Fund Class K6 Mutual Fund | — | — | — | $747K | 2.4% | |
| Lord Abbett Total Return Fund Class R6 Mutual Fund | — | — | — | $735K | 2.4% | |
| Principal MidCap Fund Class R6 Mutual Fund | — | — | — | $594K | 1.9% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $580K | 1.9% | |
| BNY Mellon Natural Resources Fund Class Y Mutual Fund | — | — | — | $518K | 1.7% | |
| Dodge & Cox International Stock Fund Class X Mutual Fund | — | — | — | $481K | 1.5% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R6 Mutual Fund | — | — | — | $475K | 1.5% | |
| Columbia Small Cap Value Fund II Institutional 3 Class Mutual Fund | — | — | — | $471K | 1.5% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $430K | 1.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $366K | 1.2% | |
| Fidelity Freedom 2065 Fund Class K6 Mutual Fund | — | — | — | $358K | 1.1% | |
| Cohen & Steers Realty Shares Fund Class Z Mutual Fund | — | — | — | $351K | 1.1% | |
| Goldman Sachs Small/Mid Cap Growth Fund Class R6 Mutual Fund | — | — | — | $286K | 0.9% | |
| Participant Loans 3.25 - 8.50% -0- | — | — | — | $281K | 0.9% | |
| Baillie Gifford Emerging Markets Equities Fund Class K Mutual Fund | Mutual Funds | — | — | $273K | 0.9% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $236K | 0.8% | |
| Fidelity Freedom 2015 Fund Class K6 Mutual Fund | — | — | — | $135K | 0.4% | |
| Fidelity Freedom 2020 Fund Class K6 Mutual Fund | — | — | — | $77K | 0.2% | |
| DFA Global Allocation 60/40 I Mutual Fund | — | — | — | $77K | 0.2% | |
| Fidelity Government Money Market Fund Class K6 Mutual Fund | — | — | — | $7K | <0.1% | |
| Fidelity Freedom Income K6 Mutual Fund | — | — | — | $4K | <0.1% | |
| Fidelity Freedom 2070 Fund Class K7 Mutual Fund | — | — | — | $3K | <0.1% |
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