Original filing (PDF)20250907160152NAL0031287424001

CONEXUS CAPITA L ADVISORS

Name: CONEXUS CAPITA L ADVISORS — CONEXUS CAPITAL ADVISORS INC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CONEXUS CAPITA L ADVISORS

Form 5500-SF

FILING_RECEIVED

CONEXUS CAPITAL ADVISORS INC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONEXUS CAPITA L ADVISORS.

Plan sponsor

Name

CONEXUS CAPITA L ADVISORS

DBA

CONEXUS CAPITAL ADVISORS INC

EIN

82-4176466

Address

333 SE 2ND AVE FL 20 · MIAMI, FL · 331312176

Phone

(908) 432-9347

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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