AUMdb

Nextworld 401(k) Plan

Sponsored by Nextworld, Llc · EIN 811407910 · Plan #001

Total assets
$49.1M
Net assets
$49.1M
Active participants
364
With balances
502

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
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 $55,632
Strategic Advisors, Inc. Investment advisory (plan) $12,601