AUMdb

Navarro Research And Engineering, Inc. 401(k) Plan

Sponsored by Navarro Research And Engineering, Inc. · EIN 621553678 · Plan #001

Total assets
$72.4M
Net assets
$72.4M
Active participants
590
With balances
876

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
Rather & Kittrell, Inc. CRD 114885 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $77,069
Rather & Kittrell Inc Investment advisory (plan) $49,971