AUMdb

Ns412, Llc 401(k) Plan

Sponsored by Ns412, Llc · EIN 262868596 · Plan #001

Total assets
$11.3M
Net assets
$11.3M
Active participants
106
With balances
154

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 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Ins And Annuity Co Investment advisory (participants), Recordkeeping fees $337
Creative Planning Hold Co, Llc Other fees $309
Morningstar Investment Management Investment advisory (participants) $283
Ascensus Other services $0