AUMdb

Nexus Retirement Plan

Sponsored by Nexus Family Healing · EIN 411419064 · Plan #001

Total assets
$53.9M
Net assets
$53.9M
Active participants
1,282
With balances
2,199

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
Advanced Capital Group, Inc. CRD 109673 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Milliman, Inc. Recordkeeping, Participant loan processing, Direct payment from the plan $237,702
Advanced Capital Group Investment advisory (participants), Direct payment from the plan $27,000