Nexpoint 401(k) Plan
Sponsored by Nexpoint Advisors, L.P. · EIN 364728498 · Plan #003
- Total assets
- $88.1M
- Net assets
- $88.1M
- Active participants
- 289
- With balances
- 622
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 |
|---|---|---|
| Bokf, Na | Recordkeeping, Consulting (general), Investment advisory (plan) | $48,534 |
| Bok Financial Asset Mgmt, Inc. | Recordkeeping, Consulting (general), Investment advisory (plan) | $34,800 |
| Charles Schwab & Co., Inc. | Trustee (directed), Account maintenance fees | $13,469 |
| Charles Schwab Trust Bank | Trustee (directed), Account maintenance fees | $0 |