AUMdb

Next(k) Retirement Solutions

Sponsored by Plan Compliance Services, Inc. · EIN 593708427 · Plan #024

Total assets
$835K
Net assets
$835K
Active participants
399
With balances
303

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Souders Financial Advisors, Llc Other fees $0