Novo Construction, Inc. 401(k) Profit Sharing Plan
Sponsored by Novo Construction, Inc. · EIN 912100953 · Plan #001
- Total assets
- $28.1M
- Net assets
- $28.1M
- Active participants
- 209
- With balances
- 210
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 |
|---|---|---|
| Envestnet Asset Management, Inc. CRD 111694 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Envestnet Assest Management Inc | Investment advisory (participants), Other investment fees and expenses | $2,704 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees, Account maintenance fees, Securities brokerage commissions | $314 |