Netdocuments Software, Inc. 401(k) Plan
Sponsored by Netdocuments Software, Inc. · EIN 870551580 · Plan #001
- Total assets
- $21.9M
- Net assets
- $21.9M
- Active participants
- 374
- With balances
- 364
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 |
|---|---|---|
| Squire Investment Management Company, Llc CRD 117750 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Squire Wealth Advisors | Investment advisory (plan) | $48,490 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $44,193 |