AUMdb

National Association Of Realtors Salary Reduction Profit Sharing Plan

Sponsored by National Association Of Realtors · EIN 361520690 · Plan #002

Total assets
$140M
Net assets
$140M
Active participants
521
With balances
687

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
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $22,208
Fiducient Advisors Llc Investment management, Direct payment from the plan $19,657
Charles Schwab & Co., Inc. Shareholder servicing fees $0