Safe Harbor 403(b) Thrift Plan For Employees Of Nuway Alliance
Sponsored by Nuway Alliance · EIN 842633989 · Plan #002
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 353
- With balances
- 397
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $32,520 |
| Mma Securities Llc | Investment advisory (plan), Direct payment from the plan | $13,798 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |