AUMdb

Nmdp Employee Contribution Plan

Sponsored by National Marrow Donor Program · EIN 840865803 · Plan #002

Total assets
$174M
Net assets
$174M
Active participants
1,769
With balances
2,129

Plan year beginning 10/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $260,314
401(k) Advisors, Inc. Investment advisory (plan), Other fees $0
Christensen Group Financial, Llc Participant communication, Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0