AUMdb

The Restated Noncontributory Retirement Plan For Cooperatives

Sponsored by Nexus Cooperative · EIN 420243960 · Plan #020

Total assets
$39.7M
Net assets
$39.7M
Active participants
115
With balances
0

Plan year beginning 04/01/2024

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
Principal Financial Group Trustee (institutional), Trustee (discretionary), Investment advisory (plan) $36,220
Mercer Actuarial, Direct payment from the plan $26,280