Noms 401(k) Profit Sharing Plan
Sponsored by Northern Ohio Medical Specialists, Llc · EIN 341933718 · Plan #001
- Total assets
- $117M
- Net assets
- $117M
- Active participants
- 1,257
- With balances
- 1,797
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 |
|---|---|---|
| Venture Visionary Partners Llc CRD 304237 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Claims processing, Recordkeeping, Direct payment from the plan | $129,788 |
| Venture Visionary Partners | Investment advisory (plan), Investment management, Investment management fees (direct) | $60,449 |
| Newport Trust Company | Trustee (institutional) | $27,121 |