Nextier Retirement Savings Plan
Sponsored by Nextier Bank, N.A. · EIN 250660700 · Plan #001
- Total assets
- $27.1M
- Net assets
- $27.1M
- Active participants
- 316
- With balances
- 362
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $51,358 |
| Lpl Financial Corporation Rpcp | Investment advisory (plan), Consulting fees | $46,202 |
| Cerity Partners Retirement Advisors | Investment advisory (plan), Consulting fees | $7,413 |