Norwood Management, Inc. 401(k) Plan
Sponsored by Norwood Management, Inc. · EIN 760180698 · Plan #001
- Total assets
- $23.5M
- Net assets
- $23.5M
- Active participants
- 177
- With balances
- 118
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bks Financial Investments Llc | Investment advisory (plan) | $53,422 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $24,006 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $10,830 |