N.A.N.I Physicians Services Profit Sharing And Retirement Saving Plan
Sponsored by Nephrology Associates Of Northern Illinois And Indiana · EIN 362907660 · Plan #002
- Total assets
- $189M
- Net assets
- $189M
- Active participants
- 572
- With balances
- 661
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
| Boulton, Michael Dorn CRD 131632 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| World Investment Advisors Llc | Investment advisory (plan) | $78,750 |
| Capital Group Retirement Plan Serv. | Recordkeeping fees | $52,467 |
| Shore Tompkins Actuarial Resources | Contract administrator | $46,646 |
| Financial Solutions Llc | Investment advisory (plan) | $26,234 |