Nm Management 401(k) Plan
Sponsored by Nm Management, Inc. · EIN 541882523 · Plan #001
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 114
- With balances
- 170
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 |
|---|---|---|
| Kairos Capital Advisors, Llc CRD 134552 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $31,079 |
| Kairos Capital Advisors Llc | Investment advisory (plan) | $23,610 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,556 |