National Express Safe Harbor 401 K Plan
Sponsored by Durham School Services, L.P. · EIN 953320487 · Plan #003
- Total assets
- $130M
- Net assets
- $130M
- Active participants
- 17,262
- With balances
- 4,629
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 |
|---|---|---|
| Mycio Wealth Partners, Llc CRD 134436 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant communication | $427,659 |
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $41,982 |
| Mycio Wealth Partners Llc | Investment advisory (plan), Investment management, Direct payment from the plan | $23,630 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |