AUMdb

Novara Tesija And Catenacci Pl 401(k) Profit Sharing Plan & Trust

Sponsored by Novara Tesija And Catenacci Pl · EIN 383763096 · Plan #001

Total assets
$12.2M
Net assets
$12.2M
Active participants
179
With balances
234

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
Paychex, Inc. Recordkeeping $17,695
Merrill Lynch, Pierce, Fenner Investment advisory (plan) $11,597
Merrill Lynch, Pierce, Fenner And S $0