Nation's Finest Retirement Plan
Sponsored by Nations Finest · EIN 942699571 · Plan #001
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 239
- With balances
- 305
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Participant loan processing, Distribution (12b-1) fees | $9,354 |
| Relation Insurance Services | Distribution (12b-1) fees | $6,475 |
| Kestra Advisory Services | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $6,251 |