AUMdb

Nuix North America Inc. 401(k) Plan

Sponsored by Nuix North America Inc. · EIN 261486949 · Plan #001

Total assets
$31.1M
Net assets
$31.1M
Active participants
181
With balances
322

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
Fiduciary Wealth Management, Llc CRD 284324 deterministic · 100% 2024
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fiduciary Wealth Management Investment advisory (plan), Direct payment from the plan $31,038
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $28,694
World Investment Advisors Investment advisory (plan), Direct payment from the plan $11,545