AUMdb

National Domestic Workers Alliance 401(k) Plan

Sponsored by National Domestic Workers Alliance · EIN 352420942 · Plan #001

Total assets
$3.6M
Net assets
$3.6M
Active participants
46
With balances
128

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
Fiduciary Partners, Llc CRD 289488 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Financial Life Insuran Recordkeeping, Participant loan processing, Investment management fees (indirect) $12,519
Fiduciary Plan Partners Llc Investment advisory (plan) $7,908
Ubs Financial Services Inc Other services, Other fees $0
Planned Retirement Consultants & Ad Recordkeeping, Participant loan processing, Recordkeeping fees $0