AUMdb

Northland Dealers Investment Group, Inc. 401(k) Retirement Plan

Sponsored by Northland Dealers Investment Group, Inc. · EIN 411978633 · Plan #001

Total assets
$25.9M
Net assets
$25.9M
Active participants
701
With balances
725

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
Advanced Capital Group, Inc. CRD 109673 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $97,873
Woodward & Associates,In Accounting, Investment advisory (plan), Direct payment from the plan $11,274
Advanced Capital Group Investment advisory (plan), Direct payment from the plan $9,215
Wells Fargo Clearing Services Llc Other services, Other fees $0
Wells Fargo Advisors Ins Agency Llc Other services, Other commissions $0