AUMdb

Cancer Partners Of Nebraska Cash Balance Plan

Sponsored by Cancer Partners Of Nebraska, P.C. · EIN 911862785 · Plan #003

Total assets
$14.0M
Net assets
$14.0M
Active participants
125
With balances
0

Plan year beginning 01/01/2024

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 · 95% 2024

Service providers

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

Provider Services Direct comp
Merrill Lynch,Pierce,Fenner & Smith Investment management, Securities brokerage, Distribution (12b-1) fees $52,479
Bank Of America Trustee (institutional) $27,764
Newport Group, Inc. Actuarial, Direct payment from the plan $18,785