Novvia Group 401(k) Profit Sharing Plan
Sponsored by C.L. Smith Company · EIN 431051754 · Plan #001
- Total assets
- $22.1M
- Net assets
- $22.1M
- Active participants
- 573
- With balances
- 181
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 |
|---|---|---|
| Moneta Group | Sub-transfer agency fees, Finders' fees/placement fees, Distribution (12b-1) fees | $44,578 |
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $30,642 |