AUMdb

Next 15 Communications Retirement Plan

Sponsored by Next Fifteen Communications Corporation · EIN 203013332 · Plan #001

Total assets
$133M
Net assets
$133M
Active participants
1,027
With balances
1,420

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
Mma Securities Llc CRD 44254 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
Moss Adams Llp Accounting $149,625
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $118,789
Mma Securities Investment advisory (plan) $92,818
Strategic Advisors, Inc. Investment advisory (plan) $37,227

Filing history

Plan year Assets Participants Source
01/01/2024 $133M 1,027 ack 20251013151124NAL0000750419001
01/01/2021 $96.0M 689 ack 20250203175441NAL0007240881001