AUMdb

Northwinds Holding, Inc. 401(k) Plan

Sponsored by Northwinds Holding, Inc. Https//Rgf.Fisglobal.Com/5500 Clien · EIN 873289944 · Plan #002

Total assets
$49.3M
Net assets
$49.3M
Active participants
826
With balances
998

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
Sage Rutty & Co., Inc. Recordkeeping, Trustee (institutional), Other services $54,515
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $28,778
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0