Novus, Inc. Coda Profit Sharing Plan
Sponsored by Novus, Inc. · EIN 660366900 · Plan #001
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 373
- With balances
- 638
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Admin Services, Inc. | Recordkeeping, Participant loan processing, Sub-transfer agency fees | $55,693 |
| Ubs Financial Services Inc. | Investment advisory (plan), Investment management, Investment management fees (direct) | $28,621 |
| Bpas Trust Company Of Puerto Rico | Custodial (securities), Trustee (institutional), Trustee (directed) | $19,973 |