Nexfirm Llc & Member Firms' 401(k) Retirement Plan
Sponsored by Nexfirm Llc · EIN 263485406 · Plan #001
- Total assets
- $27.2M
- Net assets
- $27.2M
- Active participants
- 296
- With balances
- 266
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 |
|---|---|---|
| Shelter Rock Management, Llc CRD 142739 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shelter Rock Management Llc | Investment advisory (plan) | $106,811 |
| Creative Pension Consultants, Inc. | Contract administrator | $69,721 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $33,160 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |
| Danziger & Markhoff, Llp | Contract administrator | -$15,000 |