AUMdb

Nachri Defined Contribution Plan

Sponsored by National Association Of Children's Hospitals And Related Institutions · EIN 510120256 · Plan #001

Total assets
$22.6M
Net assets
$22.6M
Active participants
160
With balances
264

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).

Firm Match Plan year
Clearstead Advisors, Llc CRD 105674 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sb & Company, Llc Accounting, Direct payment from the plan $18,689
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $18,027
Clearstead Advisors, Llc Investment advisory (plan), Direct payment from the plan $11,092