Back to filter
Original filing (PDF)20250723192736NAL0003861745001
NEXONE, INC
Form 5500
FILING_RECEIVED
NEXONE, INC 401(K) PLAN
401(k) retirement plan
Active participants
73
Accounts w/ balance
129
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.2M
How this plan invests
This plan
23 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)
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
- 43 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 NEXONE, INC.
Plan sponsor
Name
NEXONE, INC
EIN
87-0661191
Address
1725 E. 1450 S. SUITE #330 · CLEARFIELD, UT · 84015
Phone
(801) 926-1060
Industry
Constructionsee 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
2025-07-23
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)
Audit & trust (Schedule H)
Auditor
WSRP, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS, LLC | — | CHARLOTTE, NC | BROKER/ ADVISOR | $19K | — |
| ADVISED ASSETS GROUP,LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WC ADMINISTRATORS, LLC | 20-1663072 | MIDVALE, UT | CONTRACT ADMINISTRATOR | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS | 26-4311657 | AUSTIN, TX | OTHER | $7K | — |
Investments
23 pooled funds· $11.0M(77% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE 2040 XA PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $2.4M | 16.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 XA PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.0M | 7.3% | |
| BLACKROCK EQUITY INDEX FUND R AST WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.0M | 7.2% | |
| PUTMAN RETIREMENT ADVANTAGE 2025 XA PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $778K | 5.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 XA PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $752K | 5.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 XA PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $718K | 5.1% | |
| AMERICAN INNOVATION ALTA TRUST · EIN 88-1455698 / PN 001 | Common Collective Trust | — | — | $717K | 5.1% | |
| PUTNAM RETIREMENT ADV MATURITY FUND PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $631K | 4.5% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $525K | 3.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 XA PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $481K | 3.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 XA PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $320K | 2.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 XA PUTNAM INVESTMENTS · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $301K | 2.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 AST WILMINGTON TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $284K | 2.0% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $263K | 1.9% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $219K | 1.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2065 XA PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $210K | 1.5% | |
| AMERICAN MODERATE ALLOCATION FD C1 ALTA TRUST · EIN 88-1393866 / PN 001 | Common Collective Trust | — | — | $101K | 0.7% | |
| BLACKROCK U.S. DEBT INDEX FD GR GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | $86K | $94K | 0.7% | |
| FRANKLIN SMALL CAP VALUE GG TRUST GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $90K | 0.6% | |
| AMERICAN CONSERVATIVE ALLOCATION FD ALTA TRUST · EIN 88-1370364 / PN 001 | Common Collective Trust | — | — | $23K | 0.2% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $21K | 0.1% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $9K | <0.1% | |
| AMERICAN AGGRESSIVE ALLOCATION FD ALTA TRUST · EIN 88-1329967 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% |
Related plans
Other plans using WC ADMINISTRATORS, LLC
UTAH NAVAJO HEALTH SYSTEM, INC.
UTAH NAVAJO HEALTH SYSTEM, INC. 403(B) PLAN
$29.3M · 515 participants
EDURO HEALTHCARE, LLC
EDURO HEALTHCARE RETIREMENT PLAN
$27.9M · 3,034 participants
MEDICAL REVIEW INSTITUTE OF AMERICA
MEDICAL REVIEW INSTITUTE OF AMERICA 401(K) PLAN
$24.8M · 513 participants
THE BOYER COMPANY, L.C.
BOYER 401(K) RETIREMENT PLAN
$20.6M · 147 participants
FIRST DIGITAL COMMUNICATIONS, LLC
FIRST DIGITAL COMMUNICATIONS 401(K) PLAN
$15.2M · 200 participants
HUGHES GENERAL CONTRACTORS
HUGHES GENERAL CONTRACTORS 401(K) RETIREMENT PLAN
$13.7M · 285 participants
Similar-size Construction plans
FONTAINE BROS., INC.
FONTAINE BROS., INC. 401(K) PLAN AND TRUST
$14.2M · 72 participants
LOVELAND READY-MIX CONCRETE, INC.
LOVELAND READY-MIX CONCRETE, INC. PROFIT SHARING PLAN
$14.2M · 101 participants
VISION SYSTEMS, INC.
VISION SYSTEMS, INC. 401(K) RETIREMENT SAVINGS PLAN
$14.2M · 103 participants
HARDING HOLDINGS, INC.
UDELHOVEN 401(K) PLAN & TRUST
$14.2M · 281 participants
BD TEES ASBESTOS WRKS L24 MEDICAL FUND
ASBESTOS WORKERS LOCAL 24 MEDICAL FUND
$14.2M · 517 participants
BOARD OF TRUSTEES HEAT & FROST INSULATORS LOC NO.33 ANNUITY FUND
HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN
$14.1M · 248 participants
Large plans in Utah
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
$7.1B · 9,784 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET 401(K) PLAN
$6.1B · 25,752 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE PENSION PLAN
$3.4B · 25,307 participants
ZIONS BANCORPORATION, NATIONAL ASSOCIATION
ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLAN
$1.9B · 10,518 participants
SKYWEST, INC.
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
$1.4B · 15,517 participants