Forus 401(K) — Form 5500 plan (Nexera Holding LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Forus 401(K) is a benefit plan reported by Nexera Holding LLC under EIN 46-5671661 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $4,520,623 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.5MPlan net assets, end of year$4,520,623
Participants250Covered participants reported
Assets / participant$18.1KComputed: assets ÷ participants$18,082 (computed)
Provider compensation$25.9K2 Schedule C provider row(s)$25,865
- Plan sponsor
- Nexera Holding LLC
- EIN
- 46-5671661
- Plan number
- 001
- Plan type
- 2
- Location
- Emeryville, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20241007155930NAL0016379825001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,520,623
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,520,623
- Net assets (BOY)
- $3,059,786
Income & contributions
- Participant contributions
- $1,167,356
- Total contributions
- $1,242,809
- Total income / additions
- $1,871,632
Expenses & distributions
- Benefits paid
- $384,930
- Administrative expenses
- $25,865
- Total expenses
- $410,795
- Net increase / (decrease)
- $1,460,837
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forusall, Inc. | ADMINISTRATOR | $14,078 | not reported in the loaded dataset | 2023 |
| At Retirement Services, LLC | N/A | $11,787 | not reported in the loaded dataset | 2023 |