Niles Bolton Associates, Inc. Incentive Savings Plan
Sponsored by Niles Bolton Associates, Inc. · EIN 581407613 · Plan #001
- Total assets
- $41.7M
- Net assets
- $41.7M
- Active participants
- 126
- With balances
- 184
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $80,337 |
| Orenda Retirement, Llc | Contract administrator, Direct payment from the plan, Other services | $3,705 |
| Resources Investment Advisors | Investment advisory (plan), Other fees | $0 |