AUMdb

National Account Service Company 401(k) Savings Plan

Sponsored by National Account Service Company Llc · EIN 581767730 · Plan #002

Total assets
$212M
Net assets
$212M
Active participants
429
With balances
603

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 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 $160,927
Lpl Financial Investment advisory (plan) $122,564
Empower Advisory Group, Llc Investment management $33,978
Windham Brannon Llc Accounting $18,500