AUMdb

Ness Usa, Inc. 401(k) Plan

Sponsored by Ness Usa, Inc. · EIN 232920053 · Plan #001

Total assets
$17.2M
Net assets
$17.2M
Active participants
157
With balances
391

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Envestnet Retirement Solutions, Llc CRD 171570 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $73,063
Empower Advisory Group, Llc Investment management $15,942
Definiti Llc Contract administrator $8,125
Envestnet Retirement Solutions, Llc Investment advisory (plan) $4,923
Newedge Securities Inc. Other commissions $0