Northstar Memorial Group, Llc 401(k) Plan
Sponsored by Nsmg Shared Services, Llc · EIN 205699506 · Plan #001
- Total assets
- $80.5M
- Net assets
- $80.5M
- Active participants
- 1,365
- With balances
- 860
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $107,865 |
| Prime Capital Investment Advis | Investment management, Direct payment from the plan | $81,219 |
| Morningstar Inc | Investment management, Direct payment from the plan | $26,148 |