AUMdb

Naf 403(b) Plan

Sponsored by Naf · EIN 431097957 · Plan #001

Total assets
$6.1M
Net assets
$6.1M
Active participants
79
With balances
93

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Automatic enrollment, Total participant-directed account

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
The Vanguard Group, Inc. Other fees, Recordkeeping, Recordkeeping fees $15,271
Lincoln Financial Group Investment advisory (plan), Direct payment from the plan $3,328