Original filing (PDF)20260123131500NAL0007510608001

NEXA MORTGAGE, LLC

Name: NEXA MORTGAGE, LLC — NEXA MORTGAGE 401(K) PLAN, Form 5500 (2024)
Creator: NEXA MORTGAGE, LLC

Form 5500-SF

FILING_RECEIVED

NEXA MORTGAGE 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 2.2 moNo auditor on file

Active participants

360

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 100

Grade C

Average plan with room to improve

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXA MORTGAGE, LLC.

Plan sponsor

Name

NEXA MORTGAGE, LLC

EIN

82-2428560

Address

3100 WEST RAY ROAD SUITE 201 OFFICE · NUMBER 209 · CHANDLER, AZ · 85226

Phone

(602) 344-9333

Industry

Finance & Insurancesee 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

2026-01-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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Knocking points off

No independent qualified public accountant (IQPA) named.
Filed 2.2 months past the 10.5-month grace window.
Only 22% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.