AUMdb

Retirement Income Security Plan Nuvia Dental Implant Center

Sponsored by Nuvia Mso, Llc · EIN 844528017 · Plan #001

Total assets
$6.7M
Net assets
$6.7M
Active participants
1,555
With balances
1,404

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
Ashworth Wealth, Llc CRD 116950 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ameritas Life Insurance Corp Claims processing, Contract administrator, Recordkeeping $51,620
Ashworth Wealth, Llc Investment advisory (participants), Investment management fees (direct) $20,478
Healthequity Retirement Services, L Claims processing, Plan administrator, Named fiduciary $10,239
Matrix Trust Company Custodial (securities), Participant loan processing, Direct payment from the plan $719