Ned Davis Research Inc And Affiliated Companies 401(k) Plan
Sponsored by Ned Davis Research, Inc. · EIN 592026201 · Plan #001
- Total assets
- $26.7M
- Net assets
- $26.7M
- Active participants
- 60
- With balances
- 91
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $2,525 |