Nations Roof, Llc 401(k) Plan
Sponsored by Nations Roof Llc · EIN 753161782 · Plan #001
- Total assets
- $21.2M
- Net assets
- $21.2M
- Active participants
- 894
- With balances
- 402
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 |
|---|---|---|
| Captrust Financial Advisors | Investment advisory (participants), Investment advisory (plan), Investment management | $124,507 |
| Ameritas Life Insurance Corp | Plan administrator, Recordkeeping, Consulting (pension) | $48,346 |
| Charles Schwab Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $7,853 |