North American Client Services, Inc. 401(k) Plan
Sponsored by North American Client Services, Inc. · EIN 880252963 · Plan #001
- Total assets
- $27.2M
- Net assets
- $27.2M
- Active participants
- 1,442
- With balances
- 659
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Accelerate Investment Advisors Llc CRD 325859 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $136,533 |
| Mma Securities Llc | Investment advisory (plan) | $17,572 |
| Accelerate Investment Advisors Llc | Investment advisory (plan) | $14,194 |
| Stifel Nicolaus & Co Inc | Investment advisory (plan) | $14,194 |