Nna Services Profit Sharing 401(k) Plan
Sponsored by Nna Services, Llc · EIN 461586301 · Plan #002
- Total assets
- $33.1M
- Net assets
- $33.1M
- Active participants
- 244
- With balances
- 331
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 |
|---|---|---|
| Retirement Wellness Group Llc CRD 297255 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Retirement Wellness Group Llc | Investment advisory (plan) | $53,425 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $1,108 |