Novatec, Inc. 401(k) Plan
Sponsored by Novatec, Inc. · EIN 520815915 · Plan #003
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 108
- With balances
- 117
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 |
|---|---|---|
| Creative Financial Advisor Group Llc CRD 322212 | fuzzy_auto · 94% | 2024 |
| Newsquare Capital, Llc CRD 152430 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Financial Group | Direct payment from the plan, Investment advisory (plan) | $34,371 |
| Professional Capital Services, Llc. | Contract administrator, Recordkeeping, Consulting (general) | $24,998 |
| Newsquare Capital, Llc | Direct payment from the plan, Investment management | $22,914 |
| Gross Mendelsohn | Accounting, Direct payment from the plan | $17,818 |