Norris, Inc. Pension Plan
Sponsored by Norris, Inc. · EIN 390833609 · Plan #001
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 9
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Bailard, Inc. CRD 110550 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Baird | Investment advisory (plan), Named fiduciary, Other services | $31,786 |
| Anick & Associates | Trustee (institutional) | $8,422 |