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NWK Group, Inc.

Matched across 7 name variants in the filings

NWK Group, Inc. summary

NWK Group, Inc. appears on 23 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $4.2B in assets for 19,130 participants. The median client plan holds $62.6M. Most client plans are sponsored in CA, MN and TX. The largest clients by plan assets are Sutter Medical Group, Inc., Equinix, Inc. and Omnicell, Inc.. Plans reported $959K in direct and indirect compensation paid to NWK Group, Inc.. The median is $42K per plan.

Participants
19,130
Median plan assets
$62.6M
Median plan participants
341
Median fees per plan
$42K
Schedule C direct + indirect

Top 23 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • CA21 plans
  • MN1 plan
  • TX1 plan

Frequently asked questions

Who uses NWK Group, Inc.?
23 retirement plans list NWK Group, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Sutter Medical Group, Inc., Equinix, Inc., Omnicell, Inc., Sutter East Bay Medical Group, Inc. and Kqed Inc.. Most client plans are sponsored in CA, MN and TX.
How many plans does NWK Group, Inc. serve?
NWK Group, Inc. serves 23 retirement plans with $4.2B in plan assets and 19,130 participants, based on the latest Form 5500 filings through 2024.
What does NWK Group, Inc. charge?
Plans reported $959K in total Schedule C compensation paid to NWK Group, Inc.. The median plan paid $42K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served23-1 YoYRank #740 of mapped providers
Assets under administration$4.2B0.0%Rank #2464 by share of filed assets
Fees received$959,013Median $41,667/planSum across Schedule C direct + indirect
Net wins YoY-20 won - 2 lostPlan-level switch detection

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  • 5-year plans-served trajectory
  • Customer-base shape
  • Median fees per service
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  • Plans won and lost
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