Maynard Nexsen, Pc Associates 401(k) Plan & Trust
Sponsored by Maynard Nexsen, Pc · EIN 630864426 · Plan #005
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 195
- With balances
- 208
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping, Participant loan processing, Direct payment from the plan | $65,739 |
| Warren Averett, Llc | Accounting | $25,000 |
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $5,125 |