AUMdb

Nadap, Inc. Retirement Plan

Sponsored by Nadap, Inc. · EIN 132814327 · Plan #001

Total assets
$12.2M
Net assets
$12.2M
Active participants
222
With balances
232

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wells Fargo Clearing Services, Llc Recordkeeping, Investment advisory (participants), Investment management $22,230
Nationwide Recordkeeping, Investment management, Participant loan processing $12,445
Long Island Employee Benefits Group Consulting (pension) $7,125
Nationwide Recordkeeping, Participant communication, Investment management $6,099