Noblis, Inc. Tax Sheltered Annuity Plan
Sponsored by Noblis, Inc. · EIN 541781521 · Plan #002
- Total assets
- $533M
- Net assets
- $533M
- Active participants
- 2,575
- With balances
- 3,716
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $182,359 |
| Bdo Usa, P.C. | Accounting, Direct payment from the plan | $44,529 |
| Fiducient Advisors Llc | Investment advisory (plan), Direct payment from the plan | $16,250 |