Ncci Holdings, Inc. 401(k) Savings Plan
Sponsored by Ncci Holdings, Inc. · EIN 522225042 · Plan #002
- Total assets
- $506M
- Net assets
- $506M
- Active participants
- 848
- With balances
- 1,090
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Kennon Green & Company, Llc CRD 284713 | fuzzy_auto · 96% | 2024 |
| Signature Investment Advisors, Llc CRD 160715 | deterministic · 100% | 2024 |
| Heritage Investment Group, Inc. CRD 113204 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $138,748 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $91,033 |
| Kennon Green & Company Llc | Investment advisory (participants), Direct payment from the plan | $30,279 |
| Signature Investment Advisors | Investment advisory (participants), Direct payment from the plan | $17,883 |
| Heritage Investment Group | Investment advisory (participants), Direct payment from the plan | $16,815 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $5,256 |