Navika Capital Group, Llc 401(k) Profit Sharing Plan
Sponsored by Navika Capital Group, Llc · EIN 202969882 · Plan #001
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 2,420
- With balances
- 309
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $41,484 |
| Oconnor Davies, | Recordkeeping, Consulting (pension), Direct payment from the plan | $30,000 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |
| Mml Investor Services, Llc | Other services, Other fees | $0 |