AUMdb

Navvis & Company 401(k) Plan

Sponsored by Navvis & Company · EIN 475377029 · Plan #001

Total assets
$27.4M
Net assets
$27.4M
Active participants
237
With balances
390

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
Acropolis Investment Management, L.L.C. CRD 121307 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Acropolis Investment Management Investment advisory (plan) $88,274
Pcs Retirement, Llc Contract administrator, Recordkeeping, Recordkeeping fees $15,229