Institute Of Nuclear Power Operations 401(k) Retirement Savings Plan
Sponsored by Institute Of Nuclear Power Operations · EIN 581382198 · Plan #001
- Total assets
- $137M
- Net assets
- $137M
- Active participants
- 304
- With balances
- 408
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $106,479 |
| Morningstar Inc | Investment management, Direct payment from the plan | $69,674 |
| Truist Bank | Investment management, Direct payment from the plan | $67,531 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $41,770 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $8,676 |
| Charles Schwab & Co., Inc | Securities brokerage, Direct payment from the plan, Float revenue | $1,174 |