Waverly Advisors, Llc Pep
Sponsored by Nesteggs Retirement Plan Services, Inc. · EIN 593664112 · Plan #339
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 235
- With balances
- 306
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 |
|---|---|---|
| Nesteggs Retirement Plan Services, Inc. CRD 133507 | fuzzy_auto · 100% | 2024 |
| Rive Capital Advisors Llc CRD 308357 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nesteggs Retirement Plan Svcs, Inc | Claims processing, Recordkeeping, Investment management | $428,834 |
| River Capital Advisors, Lc | Investment advisory (participants), Investment advisory (plan), Investment management | $10,013 |