Workman Nydegger, P.C. 401(k) Profit Sharing Plan
Sponsored by Workman Nydegger, P.C. · EIN 870406877 · Plan #001
- Total assets
- $74.1M
- Net assets
- $74.1M
- Active participants
- 106
- With balances
- 144
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (plan) | $25,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,124 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$14,777 |