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Original filing (PDF)20250909130335NAL0012603315001
CONNEXUS RESOURCE GROUP, INC.
Form 5500
FILING_RECEIVED
CONNEXUS RESOURCE GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
~188 bps in Sched C fees
Active participants
2,386
Accounts w/ balance
2,244
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
12 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 188 bps in Schedule C fees — 261% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNEXUS RESOURCE GROUP, INC..
Plan sponsor
Name
CONNEXUS RESOURCE GROUP, INC.
EIN
83-1263291
Address
792 E 280 S STREET · AMERICAN FORK, UT · 84003
Phone
(801) 785-1091
Industry
Admin Support & Waste Mgmtsee 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
2025-09-09
Pension benefit codes
2A · Age/service weighted or new comparability
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
CLIFTON LARSON ALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $147K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | RECORDKEEPER | $5K | — |
Investments
11 direct securities · 12 pooled funds· $8.1M(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.
Common Collective Trust
$7.0M
12 holdings
Uncategorized
$1.1M
10 holdings
Mutual Funds
$11K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $924K | 11.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $918K | 11.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $874K | 10.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $872K | 10.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $713K | 8.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $693K | 8.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $647K | 8.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $616K | 7.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $420K | 5.2% | |
| General Accounts (Insurance Company) * Empower Fixed Account Series Class I | — | — | — | $402K | 5.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $261K | 3.2% | |
| Fidelity Large Cap Growth Index | — | — | — | $245K | 3.0% | |
| Participant Loans Rates of 4.25% - 9.50% - | — | — | — | $221K | 2.7% | |
| Fidelity 500 Index | — | — | — | $173K | 2.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $46K | 0.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $20K | 0.2% | |
| Fidelity Advisor Small Cap Value Z 179 JPMorgan Mid Cap Growth R6 | — | — | — | $17K | 0.2% | |
| Blackrock 20/80 Target Allocation K | Mutual Funds | — | — | $11K | 0.1% | |
| Blackrock 60/40 Target Allocation K | — | — | — | $9K | 0.1% | |
| Massmutual Overseas I 415 DFA US Small Cap Growth Instl | — | — | — | $5K | <0.1% | |
| T. Rowe Price Mid-Cap Value I | — | — | — | $5K | <0.1% | |
| American Funds American Balanced R6 | — | — | — | $4K | <0.1% | |
| Franklin High Income R6 | — | — | — | $4K | <0.1% |
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