AUMdb

Nord Gear Corporation 401(k) Profit Sharing Plan

Sponsored by Nord Gear Corporation · EIN 391337261 · Plan #002

Total assets
$42.2M
Net assets
$42.2M
Active participants
505
With balances
590

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
Denali Wealth Management, Inc. CRD 153323 fuzzy_auto · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Denali Weath Management Investment advisory (plan) $59,623
Empower Annuity Ins. Co. Of America Recordkeeping fees $44,053
Empower Advisory Group, Llc Investment management $22,510
Blue Chip Retirement Plans, Inc. Other fees $17,575