Nova Financial & Investment Corp. Employees 401 K Profit Sharing Plan
Sponsored by Nova Financial & Investment Corporation · EIN 860415227 · Plan #002
- Total assets
- $38.9M
- Net assets
- $38.9M
- Active participants
- 335
- With balances
- 554
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 |
|---|---|---|
| Altira Group Llc CRD 160010 | fuzzy_auto · 93% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alera Group Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $30,000 |
| Onedigital Investment Advsrs | Investment advisory (participants), Investment advisory (plan), Investment management | $30,000 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $11,533 |