AUMdb

Nv5, Inc. 401(k) Profit Sharing Plan

Sponsored by Nv5, Inc. · EIN 800548043 · Plan #002

Total assets
$464M
Net assets
$464M
Active participants
3,441
With balances
4,342

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 $339,807
Morgan Stanley Smith Barney Recordkeeping, Trustee (institutional), Other services $149,627
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Other services $0