AUMdb

Nfn Investments Retirement Plan

Sponsored by Nfn Investments, Llc · EIN 392070678 · Plan #001

Total assets
$3.0M
Net assets
$3.0M
Active participants
144
With balances
124

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
Phillips And Company Advisors Llc CRD 167214 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $24,119
Phillips & Company Advisors Llc Investment advisory (plan) $9,903