Nksfb, Llc 401(k) Profit Sharing Plan
Sponsored by Nksfb, Llc · EIN 824371559 · Plan #001
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 666
- With balances
- 839
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 |
|---|---|---|
| The Wealth Collaborative, Inc. CRD 142618 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Wealth Collaborative, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $155,310 |
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $82,064 |
| Actuaries Unlimited, Inc. | Actuarial | $61,350 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Other services | $0 |
| Mscs Fs Div Of Broadridge Bpo, Llc | Shareholder servicing fees, Sub-transfer agency fees, Soft dollars commissions | $0 |