AUMdb

Nova Employee Savings Trust (N.E.S.T.)

Sponsored by Nova Biomedical Corporation · EIN 042592580 · Plan #001

Total assets
$180M
Net assets
$180M
Active participants
1,260
With balances
1,503

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
Mercer Investments Llc CRD 133449 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $44,226
Mercer Investments Llc Investment advisory (plan) $43,147
Caron & Bletzer, Pllc Accounting $12,300
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$77,488