Nucleus Group Holdings 401(k) match, vesting and fees
What Nucleus Group Holdings' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Wipfli LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Nucleus Group Holdings: employer contribution per participant | $2,827 | |
| Peer median | $2,521 |
| Nucleus Group Holdings: average balance | $114,714 | |
| Peer median | $75,833 |
| Nucleus Group Holdings: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $48.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 471 | $48.9M | $1.2M | $2,827 | 0.10% | Not published | Form 5500 ↗ |
Common questions
Does Nucleus Group Holdings match 401(k) contributions?
The match terms for the Inizio 401(k) Salary Reduction Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $2,827 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Nucleus Group Holdings 401(k) match vested?
The vesting schedule for the Inizio 401(k) Salary Reduction Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Nucleus Group Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Nucleus Group Holdings, Inc..
I left Nucleus Group Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Nucleus Group Holdings, Inc., (215) 347-6400) or the recordkeeper, ADP, Inc.. The Nucleus Group Holdings old 401(k) page lists the contacts from every plan filing. Find an old Nucleus Group Holdings 401(k)
Data from the public Form 5500 annual reports Nucleus Group Holdings filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Nucleus Group Holdings. Not financial advice. Report a correction · Methodology