AUMdb

Northline Utilities, Llc Profit Sharing/401(k) Plan

Sponsored by Northline Utilities, Llc · EIN 202820177 · Plan #001

Total assets
$12.1M
Net assets
$12.1M
Active participants
121
With balances
155

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
Transamerica Retirement Solutions L Recordkeeping, Participant loan processing, Investment management fees (indirect) $15,854
Teal, Becker & Chiaramonte Cpas Pc Recordkeeping, Participant loan processing, Recordkeeping fees $750