AUMdb

Netherland, Sewell & Associates, Inc. 401 K Plan

Sponsored by Netherland, Sewell & Associates, · EIN 751330935 · Plan #002

Total assets
$100.0M
Net assets
$100.0M
Active participants
128
With balances
185

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Insurance & Annuity Recordkeeping fees $189,614
Voya Retirement Advisors, Llc Investment advisory (participants) $19,166
Haynie And Company Other fees $14,500
Baker And Hostetler Llp Other fees $13,186
Wells Fargo Clearing Services, Llc Other fees $0