Kenneth S. Nugent 401(k) Plan
Sponsored by Kenneth S. Nugent · EIN 581880562 · Plan #001
- Total assets
- $22.4M
- Net assets
- $22.4M
- Active participants
- 189
- With balances
- 225
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 |
|---|---|---|
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stifel Nicolaus & Co Inc. | Investment advisory (plan), Direct payment from the plan | $93,674 |
| Newport Group, Inc. | Participant loan processing, Recordkeeping, Recordkeeping fees | $36,460 |
| Envestnet Retirement Solutions Co | Investment advisory (plan), Direct payment from the plan | $7,256 |