Plan Snapshot
- Plan Sponsor: Nexus Technologies, LLC
- Sponsor EIN: 841432041
- Sponsor Address: 8100 E. MAPLEWOOD, STE 220, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 369
- Total Assets: $24.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 369 | $24.4M | $1.1M | $2.4M |
| 2023 | 284 | $19.0M | $964,082 | $2.0M |
| 2022 | 296 | $14.9M | $936,716 | $1.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | INVESTMENT/FINANCIAL ADVI | $51,294 | — | $51,294 |
| ADP, INC. | RECORD KEEPER | $43,886 | — | $43,886 |
| WRIGHT FORD YOUNG & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- WRIGHT FORD YOUNG & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,180
- Estimated Expense Ratio: 0.391% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $95,180 | $51,294 | — | — | — |
| 2023 | $81,591 | $40,799 | — | — | — |
| 2022 | $81,914 | — | — | — | — |