AUMdb

Nassco, Inc. Profit Sharing And 401(k) Plan

Sponsored by Nassco, Inc. · EIN 391151715 · Plan #001

Total assets
$24.8M
Net assets
$24.8M
Active participants
165
With balances
246

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
Riverwater Partners Llc CRD 283540 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Oneamerica Retirement Services Llc Recordkeeping, Copying and duplicating, Participant communication $39,112
Riverwater Partners Consulting (pension), Investment advisory (plan), Direct payment from the plan $19,443
Grant Thornton Llp Accounting, Direct payment from the plan $16,640
Matrix Trust Company Consulting (general), Trustee (institutional), Trustee (directed) $0