AUMdb

Nicholson Construction Company Employees 401 K And Profit Sharing Plan

Sponsored by Nicholson Construction Company · EIN 251024823 · Plan #003

Total assets
$38.5M
Net assets
$38.4M
Active participants
212
With balances
305

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $70,205
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $19,840