Nebo Agency, Llc 401(k) Plan
Sponsored by Nebo Agency, Llc · EIN 200991436 · Plan #001
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 102
- 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 |
|---|---|---|
| Aprio Wealth Management, Llc CRD 127333 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aprio Wealth Management | Investment advisory (participants) | $21,332 |
| John Hancock Life Insurance (Usa) | Recordkeeping, Investment management, Float revenue | $870 |