AUMdb

Narcorps Specialties, Llc Retirement Plan

Sponsored by Narcorps Specialties, Llc · EIN 814608647 · Plan #001

Total assets
$555K
Net assets
$555K
Active participants
345
With balances
389

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Dwc The 401(k) Experts Recordkeeping, Participant loan processing, Recordkeeping fees $10,798
Transamerica Financial Life Recordkeeping, Float revenue, Participant loan processing $3,077
Kestra Advisory Services, Llc Investment advisory (plan) $2,718
Global Retirement Partners Llc Investment advisory (plan) $92