Novares Us Llc 401(k) Plan
Sponsored by Novares Us Llc · EIN 351997449 · Plan #001
- Total assets
- $28.8M
- Net assets
- $28.8M
- Active participants
- 310
- With balances
- 493
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. | Consulting (general) | $43,319 |
| Mazars | Accounting | $18,720 |
| Fidelity Investments Institutional | Trustee (directed), Participant loan processing, Sub-transfer agency fees | $15,050 |
| Forvis Mazars Llp | Accounting | $7,350 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,269 |