National Instruments 401(k) Plan
Sponsored by National Instruments Corporation · EIN 741871327 · Plan #001
- Total assets
- $779M
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Enzi Wealth, Llc CRD 315457 | deterministic · 100% | 2024 |
| Harvard Avenue Consultants, Llc CRD 291787 | deterministic · 100% | 2024 |
| Barden Capital Management, Inc. CRD 141769 | deterministic · 100% | 2024 |
| Worthpointe, Llc CRD 143996 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $199,559 |
| Cook Street Consulting Inc | Investment management, Direct payment from the plan | $23,597 |
| Enzi Wealth Llc | Investment advisory (participants), Direct payment from the plan | $19,686 |
| Mogan Stanley Capital Manage | Investment management, Direct payment from the plan | $17,500 |
| Harvard Avenue Consultants Llc | Investment advisory (participants), Direct payment from the plan | $14,047 |
| Barden Capital Management Inc | Investment advisory (participants), Direct payment from the plan | $11,015 |
| Worthpointe Llc | Investment advisory (participants), Direct payment from the plan | $9,134 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $4,836 |