Employees' Profit Sharing 401 (K) Plan
Sponsored by The Nunes Company · EIN 942366816 · Plan #001 · Salinas, CA
- Total assets
- $62.2M
- Net assets
- $62.2M
- Active participants
- 151
- With balances
- 178
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 |
|---|---|---|
| Nwk Group, Inc. CRD 124186 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nwk Group Inc | Investment advisory (plan) | $70,345 |
| Cliftonlarsonallen Llp | Accounting | $13,400 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$1,288 |