AUMdb

Nisbet Enterprises, Inc. 401(k) Plan

Sponsored by Nisbet Enterprises, Inc. · EIN 650685929 · Plan #001

Total assets
$1.8M
Net assets
$1.8M
Active participants
263
With balances
229

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
Clearview Financial Partners, Llc CRD 286168 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Life Ins Comp Recordkeeping, Participant loan processing, Investment management fees (indirect) $8,842
Clearview Financial Partners Investment advisory (plan) $7,406
Bsp Consulting, Pllc Recordkeeping, Participant loan processing, Recordkeeping fees $1,800