AUMdb

Nowcap Of Wyoming Tax Sheltered Retirement Annuity Plan

Sponsored by Northwest Community Action Programs Wyoming, Inc · EIN 836006897 · Plan #002 · Worland, WY

Total assets
$3.8M
Net assets
$3.8M
Active participants
94
With balances
173

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Cetera Investment Advisers Llc CRD 105644 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cetera Investment Advisers Llc Investment advisory (plan) $10,487
Nationwide Custodial (securities), Recordkeeping $10,431