AUMdb

Nalbach Companies, Et. Al. Profit Sharing 401 K

Sponsored by John Nalbach Engineering Co., Inc. · EIN 362265986 · Plan #001

Total assets
$11.4M
Net assets
$11.4M
Active participants
217
With balances
215

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
Voya Retirement Insurance & Annuity Investment management, Recordkeeping fees, Insurance mortality and expense $8,604
Cherry Bekaert Llp Other fees $3,078
Ubs Financial Services Inc Other fees $0