Nelson Mullins Riley & Scarborough Llp Cash Balance Retirement Plan
Sponsored by Nelson Mullins Riley & Scarborough Llp · EIN 570215445 · Plan #004
- Total assets
- $152M
- Net assets
- $152M
- Active participants
- 248
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Consulting (pension), Direct payment from the plan | $180,450 |
| Bernstein Private Wealth Management | Investment advisory (plan), Consulting fees | $117,454 |
| Pnc Bank | Trustee (institutional), Direct payment from the plan | $61,973 |
| Rsm Us Llp | Accounting | $24,255 |