AUMdb

Nelson Family Of Companies Employees' Retirement Plan

Sponsored by Form A Feed, Inc. · EIN 410993293 · Plan #001

Total assets
$11.8M
Net assets
$11.8M
Active participants
288
With balances
314

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Nfp Securities, Inc. Investment advisory (participants), Investment advisory (plan) $34,337
Newport Group, Inc Contract administrator, Direct payment from the plan, Recordkeeping $14,533