Nationwide Mortgage Bankers In 401(k) Profit Sharing Plan & Trust
Sponsored by Nationwide Mortgage Bankers In · EIN 452969502 · Plan #001
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 458
- With balances
- 1,221
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 |
|---|---|---|
| Pinnacle Financial Group Llc CRD 116600 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Pinnacle Financial Group | Investment advisory (participants) | $42,340 |
| Paychex, Inc. | Recordkeeping | $26,003 |