AUMdb

Natural Resources Defense Council Tax Deferred Annuity Retirement Plan

Sponsored by Natural Resources Defense Council, Inc. · EIN 132654926 · Plan #001

Total assets
$226M
Net assets
$226M
Active participants
656
With balances
1,111

Plan year beginning 01/01/2024 · Default investment account (QDIA), Automatic enrollment, Participant-directed brokerage accounts

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fiducient Advisors, Llc. Investment advisory (plan) $82,713
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $44,843
Grant Thornton Llp Accounting $24,486