AUMdb

Employee Benefit Plan Of Nelson & Sons

Sponsored by Nelson & Sons Construction Co, Inc. · EIN 911726988 · Plan #001

Total assets
$14.7M
Net assets
$14.7M
Active participants
99
With balances
214

Plan year beginning 01/01/2024 · 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
Cetera Investment Advisors Recordkeeping fees $39,872
Voya Retirement Insurance & Annuity Recordkeeping fees $3,723