North American Security Retirement Plan
Sponsored by North American Security, Inc. · EIN 954502871 · Plan #002
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 386
- With balances
- 632
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Boon Administrative Services, Inc | Investment management, Shareholder servicing fees | $23,874 |
| Nationwide | Investment management, Shareholder servicing fees | $16,201 |
| Kestra Financial/Nfp Advisor Serv I | Investment management, Shareholder servicing fees | $11,806 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $1,002 |
| Nationwide | Investment management, Shareholder servicing fees | $927 |