Inizio 401(k) Salary Reduction Plan & Trust
Sponsored by Nucleus Group Holdings, Inc. · EIN 275245847 · Plan #001
- Total assets
- $48.9M
- Net assets
- $48.9M
- Active participants
- 339
- With balances
- 426
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $27,283 |
| Global Retirement Partners | Recordkeeping, Trustee (institutional), Other services | $19,628 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees | $0 |