AUMdb

Novolex Te 401(k) Plan

Sponsored by Novolex Holdings, Llc · EIN 271455725 · Plan #011

Total assets
$17.4M
Net assets
$17.4M
Active participants
980
With balances
940

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $62,816
Baker Tilly Us, Llp Accounting, Direct payment from the plan $11,340
National Financial Services Securities brokerage, Securities brokerage commissions $0