AUMdb

Neudesic, Llc 401(k) Profit Sharing Plan

Sponsored by Neudesic, Llc · EIN 421528382 · Plan #001

Total assets
$54.0M
Net assets
$54.0M
Active participants
612
With balances
832

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
Independent Capital, Llc CRD 340359 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Independent Capital Investment management $99,165
Ascensus Contract administrator, Other commissions $10,050
John Hancock Usa Recordkeeping, Participant loan processing, Shareholder servicing fees $0