Nvi Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Nvi, Llc · EIN 201117678 · Plan #001
- Total assets
- $21.2M
- Net assets
- $21.2M
- Active participants
- 419
- With balances
- 328
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 |
|---|---|---|
| Brinker Capital Investments | Investment advisory (plan), Investment advisory (participants), Other fees | $141,233 |
| Sentinel Pension Llc | Accounting, Recordkeeping, Participant loan processing | $24,801 |
| Nationwide | Contract administrator, Custodial (securities), Distribution (12b-1) fees | $8,412 |