Plan Ledger DOL Form 5500 · updated monthly

Nexus Brands Group, Inc.401(k)

NEXUS BRANDS RETIREMENT PLAN · ORANGE, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Nexus Brands Group, Inc. reported $6,135 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,425 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.08% to 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (6,315th of 9,483), and 3,353rd of 4,246 in wholesale trade. In 2024, employees put in $2.15 for every $1.00 the employer contributed; active participation has shrunk from 369 to 303 since 2022.

Plan summary
Net assets, end of year$7,057,747
Participants with balances164
Active participants303
Employer contributions$431,665
Employee contributions$929,465
Employer contribution per active participant$1,425
Average account balance$43,035
Benefits paid to participants$995,159
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 164 accts · $432K emplr
2023$5.7M · 182 accts · $824K emplr
2022$3.4M · 158 accts · $15K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,135
Total administrative$6,135
The Nexus Brands Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,425
Median for plans this size$1,313
2024$1,425 per active participant
2023$2,459 per active participant
2022$40 per active participant

Nexus Brands Group, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$6,135

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$6,135 · 0.10%
2023$8,337 · 0.18%
2022$2,535 · 0.08%
Same employer
Similar plansWholesale Trade · California
Cmc Rescue, Inc. CA$7.2M · 0.52%
Dave Wilson Nursery CA$7.2M · 0.54%
Quetico, LLC CA$7.1M · 0.57%
Aurora World, Inc. CA$7.1M · 0.00%
J.D. Rush Company, Inc. CA$6.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475439843 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.