Nilan Johnson Lewis Pa 401(k) Savings Plan
Sponsored by Nilan Johnson Lewis Pa · EIN 411848848 · Plan #001
- Total assets
- $51.9M
- Net assets
- $51.9M
- Active participants
- 91
- With balances
- 137
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 |
|---|---|---|
| Advanced Capital Group, Inc. CRD 109673 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $51,654 |
| Advanced Capital Group | Investment management, Investment management fees (direct) | $20,000 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |