Nuaire, Inc. Employees' Profit Sharing And 401(k) Plan
Sponsored by Nuaire, Inc. · EIN 410974188 · Plan #001
- Total assets
- $34.3M
- Net assets
- $34.3M
- Active participants
- 244
- With balances
- 197
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $34,367 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $32,411 |
| Cliftonlarsonallen Llp | Other fees | $9,712 |
| Empower Advisory Group, Llc | Investment management | $4,027 |