The Nacc 401(k) Pooled Employer Plan
Sponsored by Group Plan Systems, Llc · EIN 872096126 · Plan #007
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 6,838
- With balances
- 6,092
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Curafin Advisors, Llc CRD 329091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| At Retirement Services | Contract administrator, Recordkeeping, Consulting (pension) | $48,579 |
| Curafin Advisors, Llc | Investment advisory (plan), Investment advisory (participants) | $5,783 |