AUMdb

Nationwide It Services, Inc. 401(k) Profit Sharing Plan

Sponsored by Nationwide It Services, Inc. · EIN 205134799 · Plan #002

Total assets
$14.9M
Net assets
$14.8M
Active participants
404
With balances
320

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
Signature Estate & Investment Advisors Llc CRD 108163 fuzzy_auto · 94% 2024
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Signature Estate & Invest Advs Llc Investment advisory (plan) $35,721
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $26,464
Gm Associates Llc Accounting $11,300
Osaic Wealth Inc Investment advisory (plan) $5,806