Cornelia Nixon Davis, Inc. Retirement Plan
Sponsored by Cornelia Nixon Davis, Inc. · EIN 566065223 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 186
- With balances
- 99
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $39,591 |
| Wells Fargo Clearing Services, Llc | Other fees | $0 |