Nals Apartment Homes, Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Nals Apartment Homes, Llc · EIN 800876815 · Plan #001
- Total assets
- $17.5M
- Net assets
- $17.5M
- Active participants
- 474
- With balances
- 216
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 |
|---|---|---|
| Usi Advisors, Inc. | Investment advisory (plan) | $20,600 |
| Hutchinson And Bloodgood Llp | Accounting | $16,900 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $4,867 |