AUMdb

Security 101 Holdings, Llc Pooled Employer Plan

Sponsored by Nesteggs Retirement Plan Services, Inc. · EIN 593664112 · Plan #342

Total assets
$19.6M
Net assets
$19.6M
Active participants
407
With balances
342

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
Nesteggs Retirement Plan Services, Inc. CRD 133507 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Nesteggs Retirement Plan Svcs, Llc Claims processing, Recordkeeping, Investment management $110,189