Northern Rivers Family Services, Inc. And Member Agencies Retirement Plan
Sponsored by Northern Rivers Family Services, Inc. · EIN 460759782 · Plan #001
- Total assets
- $61.1M
- Net assets
- $61.1M
- Active participants
- 1,193
- With balances
- 2,209
Plan year beginning 07/01/2024 · 401(k)
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 |
|---|---|---|
| Nbt Bancorp Na | Trustee (institutional) | $209,344 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $57 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $0 |