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Original filing (PDF)20251002125450NAL0000519457001
NXG, LLC
Form 5500
FILING_RECEIVED
NXG, LLC SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,332
Accounts w/ balance
1,671
Plan assets (EOY)
$36.7M
Net assets (EOY)
$36.7M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 79% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NXG, LLC.
Plan sponsor
Name
NXG, LLC
EIN
88-1461322
Address
4829 S 38TH STREET · PHOENIX, AZ · 85040
Phone
(480) 967-5810
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
2025-10-02
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
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $163K | — |
| USI ADVISORS, INC | 06-1397347 | — | NONE | $29K | — |
Investments
28 direct securities· $36.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 INDEX ADM | — | — | — | $4.4M | 12.0% | |
| Fidelity ADVISOR INTL CAPITAL APP I | — | — | — | $3.1M | 8.4% | |
| Dodge & Cox DODGE & COX INCOME X | — | — | — | $2.9M | 8.0% | |
| JPMorgan JP MORGAN LARGE CAP GROWTH R6 | — | — | — | $2.7M | 7.3% | |
| American Funds AMERICAN FUNDS 2060 TGT RET R6 | — | — | — | $2.2M | 6.0% | |
| American Funds AMERICAN FUNDS 2065 TGT RET R6 | — | — | — | $2.2M | 5.9% | |
| American Funds AMERICAN FUNDS 2030 TGT RET R6 | — | — | — | $2.1M | 5.8% | |
| American Funds AMERICAN FUNDS 2055 TGT RET R6 | — | — | — | $2.0M | 5.5% | |
| American Funds AMERICAN FUNDS 2045 TGT RET R6 | — | — | — | $2.0M | 5.5% | |
| American Funds AMERICAN FUNDS 2050 TGT RET R6 | — | — | — | $2.0M | 5.4% | |
| Standard Insurance Company STANDARD STABLE VALUE FUND A | — | — | — | $1.9M | 5.3% | |
| Vanguard EQUITY-INCOME ADM | — | — | — | $1.7M | 4.7% | |
| American Funds AMERICAN FUNDS 2040 TGT RET R6 | — | — | — | $1.5M | 4.0% | |
| American Funds AMERICAN FUNDS 2035 TGT RET R6 | — | — | — | $1.3M | 3.5% | |
| Nationwide GENEVA SMALL CAP GROWTH INSTL | — | — | — | $1.0M | 2.9% | |
| Participant Loans, various maturity dates through April 2034 at -0- | — | — | — | $1.0M | 2.8% | |
| Janus Henderson JANUS ENTERPRISE N | — | — | — | $719K | 2.0% | |
| Allspring SPEC MD CP VAL R6 | — | — | — | $597K | 1.6% | |
| American Funds AMERICAN FUNDS 2025 TGT RET R6 | — | — | — | $546K | 1.5% | |
| American Funds AMERICAN FUNDS NEW PERSPECTIVE R6 | — | — | — | $182K | 0.5% | |
| Vanguard MID CAP INDEX ADM | — | — | — | $131K | 0.4% | |
| American Funds AMERICAN FUNDS 2020 TGT RET R6 | — | — | — | $96K | 0.3% | |
| Vanguard BALANCED INDEX ADM | — | — | — | $94K | 0.3% | |
| Vanguard SMALL CAP INDEX ADM | — | — | — | $86K | 0.2% | |
| Dimensional Fund Advisors DFA US TARGETED VALUE I | — | — | — | $49K | 0.1% | |
| American Funds AMERICAN FUNDS 2010 TGT RET R6 ** 559 American Funds AMERICAN FUNDS 2015 TGT RET R6 | — | — | — | $32K | <0.1% | |
| Vanguard DEVELOPED MARKETS IDX ADMIRAL | — | — | — | $31K | <0.1% | |
| Cohen & Steers COHEN & STEERS INSTL REALTY | — | — | — | $25K | <0.1% |
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