AUMdb

Nextpage 401(k) Profit Sharing Plan

Sponsored by Nextpage · EIN 431564682 · Plan #001

Total assets
$11.9M
Net assets
$11.9M
Active participants
139
With balances
124

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
Two West Capital Advisors Llc CRD 154543 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Two West Capital Advisors Investment advisory (plan), Direct payment from the plan $21,572
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Participant loan processing $15,034
Pickett, Chaney And Mcmullen Llp Accounting, Direct payment from the plan $10,600