National Plus Plan
Sponsored by Board Of Trustees Of The National Plus Plan · EIN 133513611 · Plan #001
- Total assets
- $223M
- Net assets
- $222M
- Active participants
- 25,756
- With balances
- 23,581
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Amalgamated Life Insurance Co | Insurance services | $265,165 |
| Schulte Roth & Zabel Llp | Legal | $172,601 |
| Innovative Software Solutions | Claims processing, Plan administrator, Recordkeeping | $105,294 |
| John Hancock Retirement Plan Svcs | Recordkeeping, Float revenue, Recordkeeping fees | $53,750 |
| Alico | Accounting | $45,131 |
| Alliant Insurance | Insurance services | $30,118 |
| Novak Francella | Accounting | $25,000 |
| Mariner Consulting | Consulting (pension) | $17,500 |
| National Retirement Fund | Other fees, Direct payment from the plan | $7,200 |
| J W Thompson Investments Llc | Investment advisory (plan) | $6,250 |