AUMdb

Nexone, Inc 401(k) Plan

Sponsored by Nexone, Inc · EIN 870661191 · Plan #001

Total assets
$14.2M
Net assets
$14.2M
Active participants
73
With balances
129

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wc Administrators, Llc Contract administrator $20,545
Wells Fargo Advisors, Llc Investment advisory (plan) $18,811
Empower Annuity Insurance Company Recordkeeping fees $12,666
Leafhouse Financial Advisors Other fees $6,537
Advised Assets Group,Llc Investment management $2,205