Nawco Profit Sharing Plan
Sponsored by N.A. Williams Co. Inc. · EIN 580669636 · Plan #001
- Total assets
- $44.0M
- Net assets
- $44.0M
- Active participants
- 108
- With balances
- 134
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 |
|---|---|---|
| Deerfield Financial Advisors, Inc. CRD 104964 | fuzzy_auto · 99% | 2024 |
| Signaturefd, Llc CRD 112758 | deterministic · 100% | 2024 |
| Marietta Wealth Management, Llc CRD 281782 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $54,479 |
| Deerfield Financial Advisors I | Investment advisory (participants), Direct payment from the plan | $15,342 |
| Signaturefd Llc | Investment advisory (participants), Direct payment from the plan | $14,451 |
| Marietta Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $5,533 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,287 |