AUMdb

Novavax, Inc. 401(k) Profit Sharing Plan

Sponsored by Novavax, Inc. · EIN 222816046 · Plan #001

Total assets
$113M
Net assets
$113M
Active participants
767
With balances
1,320

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Retirement Plan Srvcs Recordkeeping, Participant loan processing, Float revenue $209,450
Sageview Advisory Group Investment advisory (plan) $38,563