Nossaman Llp Profit Sharing & Retirement Savings Plan Ii
Sponsored by Nossaman Llp · EIN 952219542 · Plan #002
- Total assets
- $66.7M
- Net assets
- $66.7M
- Active participants
- 81
- With balances
- 162
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Main Street Research Llc CRD 114629 | deterministic · 100% | 2024 |
| Bfsg, Llc CRD 143617 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $77,616 |
| Armanino Llp | Accounting, Direct payment from the plan | $17,640 |
| Main Street Research Llc | Investment advisory (participants), Direct payment from the plan | $12,506 |
| Bfsg Llc | Investment management, Direct payment from the plan | $5,500 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $935 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Shareholder servicing fees | $0 |