AUMdb

Neighbors In Need Of Services Inc. Ninos Retirement Savings Plan

Sponsored by Neighbors In Need Of Services Inc. Ninos · EIN 742574527 · Plan #001

Total assets
$12.1M
Net assets
$12.1M
Active participants
453
With balances
528

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
American United Life Insurance Co Recordkeeping, Participant loan processing, Participant communication $63,844
Global Retirement Partners, Llc Investment advisory (participants), Direct payment from the plan, Investment management fees (direct) $30,785
Matrix Trust Company Custodial (other), Custodial (securities), Trustee (institutional) $0
Mscs Fs Div Of Broadridge Bpo, Llc Shareholder servicing fees, Sub-transfer agency fees, Soft dollars commissions $0