National Center On Institutions & Alternatives 403(b) Plan
Sponsored by National Center On Institutions & Alternatives, Inc. · EIN 521094078 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 436
- With balances
- 462
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $31,614 |
| Ellin & Tucker | Recordkeeping, Consulting (pension), Direct payment from the plan | $22,000 |
| Greenspring Advisors, Llc | Recordkeeping, Trustee (institutional), Other services | $6,717 |
| Pollard & Associates | Recordkeeping, Consulting (pension), Direct payment from the plan | $4,318 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 07/01/2024 | $8.6M | 436 | ack 20260415165412NAL0023710227001 |
| 07/01/2021 | $5.4M | 490 | ack 20250902141423NAL0008501059001 |
| 07/01/2020 | $5.8M | 418 | ack 20250902140826NAL0024556464001 |