Nisa Investment Advisors, Llc Profit Sharing Plan
Sponsored by Nisa Investment Advisors, Llc · EIN 481140940 · Plan #001
- Total assets
- $124M
- Net assets
- $124M
- Active participants
- 388
- With balances
- 473
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 |
|---|---|---|
| Dew Wealth Strategies, Llc CRD 118996 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Dew Wealth Strategies, Llc | Investment advisory (participants), Direct payment from the plan | $12,673 |
| Charles Schwab & Co, Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $3,641 |