Nossaman Llp Profit Sharing & Retirement Savings Plan
Sponsored by Nossaman Llp · EIN 952219542 · Plan #001
- Total assets
- $120M
- Net assets
- $120M
- Active participants
- 183
- With balances
- 270
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 |
|---|---|---|
| Bfsg, Llc CRD 143617 | deterministic · 100% | 2024 |
| Financial Engines Advisors L.L.C. CRD 104510 | fuzzy_auto · 96% | 2024 |
| Steelpeak Wealth, Llc CRD 165168 | deterministic · 100% | 2024 |
| Bailard, Inc. CRD 110550 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bfsg, Llc | Investment management, Direct payment from the plan | $44,500 |
| Armanino Llp | Accounting, Direct payment from the plan | $17,140 |
| Financial Engines Advisors Llc | Investment advisory (participants), Direct payment from the plan | $14,068 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $12,889 |
| Steelpeak Wealth Llc | Investment advisory (participants), Direct payment from the plan | $10,234 |
| Bailard Inc | Investment advisory (participants), Direct payment from the plan | $9,181 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $1,379 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Shareholder servicing fees | $0 |