Naes Corporation Corporate Retirement And 401(k) Plan
Sponsored by Naes Corporation · EIN 911111672 · Plan #009
- Total assets
- $112M
- Net assets
- $112M
- Active participants
- 360
- With balances
- 525
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Highland Capital Advisors, Llc CRD 139780 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $49,718 |
| Rudd & Company, Pllc | Accounting | $22,239 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $21,650 |
| Highlandcapitaladvisorsllc | Investment advisory (plan) | $8,352 |