Nucera 401(k) Plan
Sponsored by Nucera Solutions, Llc · EIN 851985190 · Plan #001
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 63
- With balances
- 117
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Cpa's P.C. | Accounting | $22,050 |
| Empower Annuity Ins Co. Of Amer. | Recordkeeping fees | $16,069 |
| Ubs Financial Services, Inc. | Investment advisory (participants), Investment advisory (plan) | $13,754 |
| Newport Group, Inc. | Recordkeeping, Contract administrator | $10,868 |
| Merrill Lynch Pierce Fenner | Investment advisory (plan) | $5,187 |