National League Of Cities Tax Qualified Retirement And Savings Plan
Sponsored by National League Of Cities Services, Inc. · EIN 522185034 · Plan #001
- Total assets
- $54.8M
- Net assets
- $54.8M
- Active participants
- 159
- With balances
- 401
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Investment advisory (plan), Investment management | $31,601 |
| Sageview Advisory Group | Investment advisory (plan) | $29,832 |
| Law Office Of Robert J. Toth, Jr | Legal, Direct payment from the plan | $27,820 |