Nsm Insurance Group 401(k) Plan
Sponsored by Nsm Insurance Services, Llc · EIN 830348144 · Plan #001
- Total assets
- $58.3M
- Net assets
- $58.3M
- Active participants
- 696
- With balances
- 895
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 |
|---|---|---|
| Trinity Investment Advisors, Llc CRD 141039 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator, Participant loan processing, Direct payment from the plan | $61,664 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $58,509 |
| Trinity Investment Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $41,639 |
| Limestone Pension Associates, Llc | Other services, Other fees | $0 |