Nisum Technologies, Inc. 401 K Plan
Sponsored by Nisum Technologies, Inc. · EIN 330941881 · Plan #001
- Total assets
- $17.6M
- Net assets
- $17.6M
- Active participants
- 263
- With balances
- 275
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 |
|---|---|---|
| Bg Wealth Advisory, Llc CRD 164471 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bgw Wealth Advisors Llc | Investment advisory (plan) | $33,915 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $28,294 |