Nextsource, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Nextsource, Inc. · EIN 134045800 · Plan #001
- Total assets
- $27.3M
- Net assets
- $27.3M
- Active participants
- 5,334
- With balances
- 1,276
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $152,410 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan) | $45,021 |
| Sikich Llc | Consulting (general) | $14,500 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,145 |