Nickolas Savko & Sons, Inc. Profit Sharing Plan And Trust
Sponsored by Nickolas Savko & Sons, Inc. · EIN 310907362 · Plan #001
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 150
- With balances
- 168
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $22,521 |
| Clark Schaefer Hackett | Accounting | $19,500 |
| Lpl Financial Llc | Investment advisory (plan) | $18,310 |