AUMdb

Nutter Retirement Plan

Sponsored by Nutter Corporation · EIN 911570103 · Plan #002

Total assets
$13.8M
Net assets
$13.8M
Active participants
200
With balances
310

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Edward D. Jones & Co., L.P. Investment advisory (participants) $25,818
Pension Plan Specialists, Pc Accounting, Consulting (pension) $16,389
John Hancock Life Insurance Co Recordkeeping, Investment management, Sub-transfer agency fees $10,817