Stan Nakamura signed Nexone, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nexone, Inc.'s EIN is 87-0661191.
Download the official 2024 Form 5500 (PDF) for Nexone, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nexone, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS | 26-4311657 | AUSTIN, TX | OTHER | $7K | — |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $13.2M | 93.4% | |
| 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 | — | — | $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% |
| 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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WC ADMINISTRATORS, LLC | 20-1663072 | MIDVALE, UT | CONTRACT ADMINISTRATOR | $21K | — |
