Retirement plan

NIX COMPANIES, INC. 401(K) PLAN

Name: NIX COMPANIES, INC. - NIX COMPANIES, INC. 401(K) PLAN (2023) Form 5500
Creator: NIX COMPANIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NIX COMPANIES, INC. 401(K) PLAN, NIX COMPANIES, INC.

NIX COMPANIES, INC.EIN 47-4968977Plan #001PY 2023

129 WEST FLETCHALL AVE. - POSEYVILLE, IN 47633812-874-2422LinkedIn11-50 employeesconstruction

Prospect flagsHigh feesLow fidelity bond

Top hat statement on fileNQDC

Filed July 30, 2026

Plan administrator

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PO Box 249

Poseyville, IN 47633

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Plans declared (1)

Nix Integrated Businesses Performance Unit Plan6 emp

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Total assets (EOY)

$2.5M

+66.4% from 2022

Total participants

115

+30.7% from 2022

Average account balance

$30,123

+46.1% from 2022

Annual return

34.85%

+34.85 pp from 2022

Benchmarks

See 264 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants100-249

Cohort264 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.52M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$39K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

117

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

65.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$834K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.53%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$5424

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D3H2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$151K

$1345 / participant

Other / not subdivided$151K100.0%

% of EOY assets

6.100%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,123

$80,138-62.4%

$130,231-76.9%

$71,495-57.9%

Participation rate

70.5%

71.0%-0.5pp

76.3%-5.7pp

67.9%+2.6pp

Annual return

34.85%

16.81%+18.0pp

38.77%-3.9pp

28.85%+6.0pp

Employer contribution / active EE

$2,187

$2,834-22.8%

$4,126-47.0%

$2,589-15.5%

Participant deferral / active EE

$3,325

$4,641-28.4%

$6,799-51.1%

$4,291-22.5%

Admin fee / account holder

$1,837

$1,035+77.6%

$6,020-69.5%

$1,588+15.7%

NIX COMPANIES, INC. 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NIX COMPANIES, INC. 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion