Novolex Ae 401(k) Plan
Sponsored by Novolex Holdings, Llc · EIN 271455725 · Plan #006
- Total assets
- $20.2M
- Net assets
- $20.2M
- Active participants
- 353
- With balances
- 391
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $28,866 |
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan | $15,435 |
| Raymond James & Associates, Inc. | Consulting (general), Direct payment from the plan | $8,687 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |