Nustar Thrift Plan
Sponsored by Nustar Services Company Llc · EIN 475622749 · Plan #002
- Total assets
- $50.5M
- Net assets
- $50.5M
- Active participants
- 10
- With balances
- 312
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 |
|---|---|---|
| Avid Wealth Partners, Llc CRD 323124 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Tactive Advisors, Llc CRD 309311 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $79,949 |
| Resources Investment Advisors | Investment management, Direct payment from the plan | $19,500 |
| Avid Wealth Partners Llc | Investment advisory (participants), Direct payment from the plan | $17,725 |
| Fisher Investments | Direct payment from the plan, Investment advisory (participants) | $11,442 |
| Tactive Advisors Llc | Investment advisory (participants), Direct payment from the plan | $5,528 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,098 |