AUMdb

Nexen Group Inc. Retirement Savings Plan

Sponsored by Nexen Group Inc. · EIN 411669760 · Plan #001

Total assets
$56.8M
Net assets
$56.8M
Active participants
108
With balances
146

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
Advanced Capital Group, Inc. CRD 109673 deterministic · 100% 2024
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $46,365
Olsen Thielen & Co., Ltd. Accounting, Direct payment from the plan, Other fees $12,000
Advanced Capital Group Investment advisory (participants), Direct payment from the plan, Other fees $12,000
Global Retirement Partners Llc Investment advisory (plan), Direct payment from the plan $6,629