Nexum, Inc. 401(k) Plan
Sponsored by Nexum, Inc. · EIN 753026056 · Plan #001
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 89
- With balances
- 107
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wintrust Investments, Llc | Investment advisory (plan) | $15,000 |
| Onedigital Investment Advisors, Llc | Investment advisory (plan) | $14,834 |
| Capital Group Retirement Plan Serv | Recordkeeping fees | $10,967 |