Nu North America, Inc. 401(k) Plan
Sponsored by Nu North America, Inc. · EIN 463317828 · Plan #001
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 106
- With balances
- 141
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 |
|---|---|---|
| Charter Wealth Management, Inc. CRD 162299 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charter Wealth Management Inc | Investment advisory (plan), Direct payment from the plan | $20,000 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $14,110 |