Nystrom & Associates, Ltd. 401(k) Plan
Sponsored by Nystrom & Associates, Ltd. · EIN 411700376 · Plan #001
- Total assets
- $47.9M
- Net assets
- $47.9M
- Active participants
- 1,832
- With balances
- 2,241
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trust Point Inc | Recordkeeping, Trustee (institutional), Trustee (discretionary) | $170,127 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $44,540 |
| Mma Securities Llc | Consulting (general), Direct payment from the plan | $16,056 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |