National Bank Holdings Corporation 401(k) Plan
Sponsored by National Bank Holdings Corp · EIN 270563799 · Plan #001
- Total assets
- $76.7M
- Net assets
- $76.7M
- Active participants
- 1,397
- With balances
- 1,065
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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $116,294 |
| Lockton Investment Advisors Llc | Investment advisory (plan) | $54,081 |
| Cbiz Mhm Llc | Accounting | $36,330 |