Ascend Wealth Advisors Pep
Sponsored by Nesteggs Retirement Plan Services, Inc. · EIN 593664112 · Plan #334
- Total assets
- —
- Net assets
- —
- Active participants
- 137
- With balances
- 147
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 |
|---|---|---|
| Nesteggs Retirement Plan Services, Inc. CRD 133507 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nesteggs Retirement Plan Svcs, Inc. | Recordkeeping, Investment management, Named fiduciary | $76,556 |