Plan Ledger DOL Form 5500 · updated monthly

Nucleus Group Holdings, Inc.401(k)

INIZIO 401(K) SALARY REDUCTION PLAN & TRUST · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Nucleus Group Holdings, Inc. reported $46,911 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,553 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 473rd-largest of 2,160 plans among Georgia employers on file, and the 2,813th of 11,654 in professional & technical services. In 2024, employees put in $3.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$48,868,260
Participants with balances426
Active participants339
Employer contributions$1,204,375
Employee contributions$3,732,228
Employer contribution per active participant$3,553
Average account balance$114,714
Benefits paid to participants$3,049,026
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,911
Total administrative$46,911
The Nucleus Group Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$3,553
Median for plans this size$2,416

Nucleus Group Holdings, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$27,283
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$19,628
ADP BROKER-DEALERindirect comp

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

Administrative cost history1
2024$46,911 · 0.10%
Similar plansProfessional & Technical Services · Georgia
Miller Zell Inc. GA$51.1M · 0.03%
The Weather Company, LLC GA$51.0M · 0.21%
Tricentis USA Corp. GA$51.0M · 0.47%
Niit (USA), Inc. GA$48.5M · 0.24%
Symphona LLP GA$48.5M · 0.49%
Cardlytics, Inc. GA$48.2M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 275245847 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.