Nebraska Pediatric Practice, Inc. Section 403(b) Retirement Plan
Sponsored by Nebraska Pediatric Practice, Inc. · EIN 263064869 · Plan #001
- Total assets
- $120M
- Net assets
- $120M
- Active participants
- 308
- With balances
- 372
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $97,861 |
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant communication | $76,830 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |