AUMdb

Cbt Nuggets 401(k) Plan

Sponsored by Cbt Nuggets, Llc · EIN 204728860 · Plan #001

Total assets
$15.5M
Net assets
$15.5M
Active participants
77
With balances
146

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wells Fargo Advisors Llc Investment advisory (plan) $48,713
Empower Annuity Insurance Company O Recordkeeping fees $0