Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust
Sponsored by Nations Direct Mortgage, Llc · EIN 208544905 · Plan #001
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 181
- With balances
- 195
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 |
|---|---|---|
| Lance, Soll & Lunghard, Llp | Accounting | $15,820 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $13,021 |