AUMdb

Mercola Group Of Companies 401(k) Plan

Sponsored by Nhp Innovations, Llc · EIN 833096874 · Plan #001

Total assets
$6.2M
Net assets
$6.2M
Active participants
138
With balances
176

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
Rothschild Investment Llc CRD 728 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Newport Group, Inc. Recordkeeping $15,333
Rothschild Investment Corporation Investment advisory (plan) $14,244