AUMdb

Nekoosa Retirement Savings Plan

Sponsored by Nekoosa Coated Products, Llc · EIN 542172450 · Plan #001

Total assets
$20.2M
Net assets
$20.2M
Active participants
280
With balances
305

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
Independent Financial Group, Llc CRD 7717 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $19,567
Independent Financial Contract administrator, Investment advisory (plan), Direct payment from the plan $12,708