AUMdb

Naturescape 401(k) Retirement Plan

Sponsored by Naturescape · EIN 030448406 · Plan #001

Total assets
$14.8M
Net assets
$14.8M
Active participants
289
With balances
191

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Edward D Jones & Company Investment advisory (plan) $35,377
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $19,499
Northwestern Wisconsin Associates, Recordkeeping, Participant loan processing, Recordkeeping fees $4,125
Mesirow Financial, Inc. Investment advisory (plan) $2,853