AUMdb

Nexdine, Llc 401(k) Plan

Sponsored by Nexdine, Llc · EIN 264232418 · Plan #002

Total assets
$4.1M
Net assets
$4.1M
Active participants
1,366
With balances
304

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024
Human Interest Advisors Llc CRD 269875 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $16,972
Merrill Lynch Pierce Fenner & Smith Consulting (pension), Investment advisory (plan), Direct payment from the plan $11,833
Noel Dulac Investment advisory (plan) $8,783
Human Interest Advisor Llc Contract administrator, Investment advisory (plan), Investment management fees (direct) $7,701
The Mandmarblestone Group Llc Contract administrator, Direct payment from the plan, Other services $4,600