AUMdb

Novatech Inc. 401 K Retirement Plan

Sponsored by Novatech Inc. · EIN 621762583 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Creative Planning Llc Investment advisory (participants), Investment advisory (plan), Investment management $32,898
American United Life Insurance Co Recordkeeping, Participant loan processing, Participant communication $29,838