Nexair, Llc Profit Sharing And 401(k) Plan
Sponsored by Nexair, Llc · EIN 621636439 · Plan #001
- Total assets
- $164M
- Net assets
- $164M
- Active participants
- 884
- With balances
- 1,147
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Duncan Williams Asset Management, Llc CRD 174809 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $122,991 |
| Duncan Williams Asset Management | Investment advisory (plan) | $31,500 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $26,089 |
| Forvis /Bkd | Accounting | $18,675 |
| Mercer Investments Llc | Consulting (general) | $5,000 |