AUMdb

Nishikawa Cooper Llc Retirement Plan

Sponsored by Nishikawa Cooper Llc · EIN 351763958 · Plan #002

Total assets
$64.8M
Net assets
$64.8M
Active participants
1,102
With balances
1,375

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
Cx Institutional, Llc CRD 292627 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $200,606
Cx Institutional, Llc Investment advisory (plan) $95,961
Morningstar Investment advisory (participants) $2,440