Norlee Group 401(k) Plan
Sponsored by Norlee Group · EIN 871233492 · Plan #001
- Total assets
- $4.6M
- Net assets
- $4.6M
- Active participants
- 410
- With balances
- 532
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 |
|---|---|---|
| Financial Engines Advisors L.L.C. CRD 104510 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Professional Capital Services, Llc | Claims processing, Contract administrator, Recordkeeping | $42,470 |
| Edelman Financial Engines | Investment management, Direct payment from the plan | $35,677 |