National Trust For Historic Preservation In The Us 403(b) Plan
Sponsored by National Trust For Historic Preservation In The United States · EIN 530210807 · Plan #001
- Total assets
- $25.2M
- Net assets
- $25.2M
- Active participants
- 368
- With balances
- 421
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $59,418 |
| Bdo Usa, Llp | Accounting, Direct payment from the plan | $15,000 |
| Mercer Investments Llc | Investment advisory (plan), Direct payment from the plan | $14,513 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |