· 2022–2024 · DOL EFAST2
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Nicolet Advisory Services
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
2,068
Total plan assets
$491.7M
Filings (rows)
1
Direct comp
$14K
Indirect comp
$0
SERVICES PROVIDED
Broker
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Prevea Clinic, Inc.
Prevea Clinic, Inc. 401(k) and Retirement Plan ·
all filings
GREEN BAY, WI
Broker
2,068
$491.7M
$14K
$0