Maynard Nexsen, Pc 401(k) Plan & Trust
Sponsored by Maynard Nexsen, Pc · EIN 630864426 · Plan #002
- Total assets
- $410M
- Net assets
- $410M
- Active participants
- 801
- With balances
- 977
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees, Recordkeeping, Direct payment from the plan | $365,286 |
| Savant Capital Llc | Other fees | $118,635 |
| Rfg Advisory Llc | Other fees | $64,782 |
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $64,596 |
| Hightower Advisors Llc | Other fees | $59,195 |
| Chevy Chase Trust Company | Other fees | $43,553 |
| The Welch Group Llc | Other fees | $25,444 |
| Dmc Wealth Management Llc | Other fees | $24,317 |
| Capfinancial Partners Llc | Other fees | $22,494 |
| Warren Averett, Llc | Accounting | $22,000 |
| Mayfair Advisory Group Llc | Other fees | $13,341 |
| Hayek Kallen Investment Managment | Other fees | $11,794 |
| Principal Financial Group | Other fees | $9,331 |
| Charles Schwab & Company, Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $6,819 |
| Waverly Advisors Llc | Other fees | $6,456 |