Cox, Castle & Nicholson Llp Retirement Plan
Sponsored by Cox, Castle & Nicholson Llp · EIN 952547124 · Plan #003
- Total assets
- $270M
- Net assets
- $270M
- Active participants
- 171
- With balances
- 247
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 |
|---|---|---|
| North Pier Fiduciary Management, Llc CRD 148128 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| North Pier Fiduciary Management Llc | Investment advisory (plan), Direct payment from the plan | $367,758 |
| One America Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $107,078 |
| Milliman, Inc. | Participant communication, Direct payment from the plan, Shareholder servicing fees | $14,041 |