North American Family Institute, Inc. 403(b) Plan
Sponsored by North American Family Institute, Inc. · EIN 042921507 · Plan #002
- Total assets
- $31.8M
- Net assets
- $31.8M
- Active participants
- 1,534
- With balances
- 797
Plan year beginning 07/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 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 | $128,903 |
| Map Retirement Usa Llc | Contract administrator, Direct payment from the plan, Other fees | $33,652 |
| Rbc Capital Markets, Llc | Investment advisory (plan), Other fees | $0 |