Nash Johnson & Sons' Svgs & Ret Plan
Sponsored by Nash Johnson & Sons' Farm, Inc. · EIN 560738561 · Plan #001
- Total assets
- $57.0M
- Net assets
- $56.9M
- Active participants
- 3,395
- With balances
- 2,788
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Participant loan processing, Recordkeeping fees, Other fees | $214,479 |
| Ubs Financial Services | Investment advisory (plan), Direct payment from the plan | $34,266 |
| Resources Investment Advisors. | Investment advisory (plan), Direct payment from the plan | $15,281 |
| One Digital Investment Advisors | Other fees, Direct payment from the plan | $498 |
| Nextcapital Group, Inc. | Other fees, Direct payment from the plan | $165 |