Nfc 401(k) Plan
Sponsored by Northwest Financial Corp · EIN 421325482 · Plan #002
- Total assets
- $65.6M
- Net assets
- $65.6M
- Active participants
- 409
- With balances
- 488
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 |
|---|---|---|
| Avantax Planning Partners, Inc. CRD 106237 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Avantax Planning Partners Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $93,702 |
| Bam Advisor Services | Investment advisory (participants), Investment advisory (plan), Investment management | $50,150 |
| Alerus Financial, N.A. | Recordkeeping, Custodial (securities), Trustee (institutional) | $14,080 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Investment management | $0 |