North American Savings Bank, F.S.B. Savings And Retirement Plan
Sponsored by North American Savings Bank, F.S.B. · EIN 440373310 · Plan #001
- Total assets
- $53.5M
- Net assets
- $53.5M
- Active participants
- 247
- With balances
- 462
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 |
|---|---|---|
| Lockton Investment Advisors, Llc CRD 144133 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $104,243 |
| Lockton Investment Advisors Llc | Investment advisory (plan), Consulting fees | $54,699 |
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $17,526 |