AUMdb

Nrt Ca Retirement Plan

Sponsored by National Retail Transportation, Inc. · EIN 222250997 · Plan #001

Total assets
$3.8M
Net assets
$3.8M
Active participants
435
With balances
446

Plan year beginning 01/01/2024 · 401(k)

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
Nationwide Insurance Recordkeeping, Custodial (securities), Recordkeeping fees $29,277
Intac Consulting (pension) $3,365