Ncm Associates, Inc. Esop/401(k) Plan
Sponsored by Ncm Associates, Inc. · EIN 440648371 · Plan #002
- Total assets
- $115M
- Net assets
- $86.3M
- Active participants
- 227
- With balances
- 333
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $48,163 |
| Creative Planning Inc | Contract administrator, Investment advisory (participants), Investment advisory (plan) | $35,855 |