Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Gary D. Nelson Associates, Inc. · EIN 941726599 · Plan #001
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 519
- With balances
- 513
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 |
|---|---|---|
| Portus Wealth Advisors, Llc CRD 300558 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Portico Wealth Advisors, Llc | Investment management | $37,454 |
| Primark Benefits | Recordkeeping, Consulting (pension), Custodial (securities) | $26,354 |
| Charles Schwab | Custodial (securities) | $8,703 |