How big is NFX Capital Management, LLC's plan?

NFX Capital Management, LLC's plan reported $3.0M in assets and 20 participants for 2025.

Original filing (PDF)20260406220057NAL0004589283075

NFX Capital Management, LLC

Name: NFX Capital Management, LLC — NFX Capital Management, Form 5500 (2025)
Creator: NFX Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NFX Capital Management 401(k) Plan

401(k) retirement plan · NFX Capital Management, LLC's NFX Capital Management 401(k) Plan held $3.0M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

NFX Capital Management, LLC's EIN is 82-2983542.

EIN 82-2983542

Plan number 001

Plan year 2025

ACK ID 20260406220057NAL0004589283075

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for NFX Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

NFX Capital Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NFX CAPITAL MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

NFX CAPITAL MANAGEMENT, LLC

EIN

all filings

Address

32 PAGE ST. · SAN FRANCISCO, CA · 94102

Phone

(714) 654-2751

Industry

Finance & Insurance

Plan administrator