AUMdb

Netspi 401(k) P/S Plan

Sponsored by Netspi, Llc · EIN 412002686 · Plan #001

Total assets
$33.5M
Net assets
$33.5M
Active participants
490
With balances
518

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
Nfp Retirement Inc Investment advisory (plan) $48,906
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $2,549