AUMdb

Nippon Life Group 401(k) Plan

Sponsored by Nippon Life Group · EIN 133398996 · Plan #001

Total assets
$51.4M
Net assets
$51.4M
Active participants
148
With balances
202

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $89,867
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0