Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan
Sponsored by Nelson Brothers, Inc. · EIN 630479482 · Plan #002
- Total assets
- $54.8M
- Net assets
- $54.8M
- Active participants
- 489
- With balances
- 608
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Investment advisory (participants) | $42,511 |
| Leafhouse Financial Advisors, Llc | Other fees | $25,114 |
| Murfee Meadows, Inc. | Other services | $0 |