AUMdb

Nixon Peabody Llp Retirement Savings Plan For Associate Attorneys

Sponsored by Nixon Peabody Llp · EIN 160764720 · Plan #021

Total assets
$101M
Net assets
$101M
Active participants
231
With balances
502

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $34,376
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $29,800
Bonadio & Co Llp Accounting $13,600
Cls Investments Consulting (general) $9,919
Fiducient Advisors Llc Investment advisory (plan) $8,807