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Original filing (PDF)20251006050753NAL0001859955001
NEXUS TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
NEXUS TECHNOLOGIES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
369
Accounts w/ balance
434
Plan assets (EOY)
$24.4M
Net assets (EOY)
$24.4M
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)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXUS TECHNOLOGIES, LLC.
Plan sponsor
Name
NEXUS TECHNOLOGIES, LLC
EIN
84-1432041
Address
8100 E. MAPLEWOOD, STE 220 · GREENWOOD VILLAGE, CO · 80111
Phone
(714) 263-1105
Industry
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WRIGHT FORD YOUNG & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $44K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT/FINANCIAL ADVI | $51K | — |
Investments
35 direct securities · 1 pooled fund· $23.9M(98% 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.
Registered Investment Companies
$23.6M
35 holdings
Common Collective Trust
$259K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.4M | 13.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $3.2M | 13.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.0M | 8.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.0M | 8.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.9M | 8.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.6M | 6.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.2M | 4.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.2M | 4.8% | |
| FID ADV GRWTH OPPS - Z | Registered Investment Companies | — | — | $1.1M | 4.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $892K | 3.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $810K | 3.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $662K | 2.7% | |
| VAN EQUITY INCOME INV | Registered Investment Companies | — | — | $583K | 2.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $548K | 2.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $345K | 1.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $313K | 1.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $289K | 1.2% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $259K | 1.1% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $251K | 1.0% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $180K | 0.7% | |
| BLACKROCK INCOME K | Registered Investment Companies | — | — | $165K | 0.7% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $157K | 0.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $117K | 0.5% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $115K | 0.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $115K | 0.5% | |
| INVESCO GOLD & SPEC MINR6 | Registered Investment Companies | — | — | $112K | 0.5% | |
| T ROWE PRICE GLOBAL STOCK I | Registered Investment Companies | — | — | $81K | 0.3% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $67K | 0.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $65K | 0.3% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $63K | 0.3% | |
| AB BOND INFLATION STRAT Z | Registered Investment Companies | — | — | $40K | 0.2% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $26K | 0.1% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $23K | <0.1% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $22K | <0.1% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $19K | <0.1% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $16K | <0.1% |
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