Napa Management Services Corporation 401(k) Plan
Sponsored by Napa Management Services Corporation · EIN 113635685 · Plan #003 · Melville, NY
- Total assets
- $1.5B
- Net assets
- $1.5B
- Active participants
- 3,665
- With balances
- 5,751
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 |
|---|---|---|
| Empower Annuity Ins. Co. Of America | Recordkeeping fees, Direct payment from the plan | $282,884 |
| Creative Planning Holdco Llc | Other fees, Direct payment from the plan | $156,250 |
| Bacheler And Company, P.C. | Other fees, Direct payment from the plan | $115,750 |
| Nixon Peabody Llp | Other fees, Legal, Direct payment from the plan | $56,184 |
| Advised Assets Group, Llc | Investment management, Direct payment from the plan | $12,483 |