T.R. Nelson, Inc. Profit Sharing Plan
Sponsored by T.R. Nelson, Inc. · EIN 391475071 · Plan #001
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 1,827
- With balances
- 628
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 |
|---|---|---|
| Milestone Investment Advisors, Llc CRD 168429 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Direct payment from the plan, Shareholder servicing fees | $56,657 |
| Milestone Investment Advisors | Investment management, Investment management fees (direct), Direct payment from the plan | $42,935 |
| Premier Retirement Partners | Contract administrator, Recordkeeping | $15,060 |
| Baker Tilly | Accounting | $14,175 |
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $0 |