AUMdb

Nxg, Llc Savings & Retirement Plan

Sponsored by Nxg, Llc · EIN 881461322 · Plan #001

Total assets
$36.7M
Net assets
$36.7M
Active participants
1,332
With balances
1,671

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
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $162,542
Usi Advisors, Inc Investment advisory (plan), Consulting fees $28,574