AUMdb

North American Properties Llc Retirement Savings Plan

Sponsored by North American Properties Llc · EIN 854273442 · Plan #001

Total assets
$41.3M
Net assets
$41.3M
Active participants
140
With balances
378

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
Mcf Advisors, Llc CRD 130372 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 $51,000
Mcf Advisors Llc Investment advisory (plan) $42,180
Barnes Dennig & Co Ltd Accounting $15,725