AUMdb

Novacoast, Inc. 401(k) Plan

Sponsored by Novacoast, Inc. · EIN 770443920 · Plan #001

Total assets
$24.9M
Net assets
$24.9M
Active participants
289
With balances
232

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Wells Fargo Recordkeeping, Trustee (institutional), Other services $43,524
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $4,226
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0