Nonprofit Association Of The Midlands 403(b) Plan
Sponsored by Nonprofit Association Of The Midlan Ds · EIN 470778684 · Plan #001
- Total assets
- $54.8M
- Net assets
- $54.8M
- Active participants
- 3,544
- With balances
- 2,744
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Captrust | Investment advisory (participants) | $75,000 |
| Benefit Plans Inc | Recordkeeping | $69,822 |
| Nationwide | Contract administrator, Recordkeeping | $12,675 |
| Lincoln National Corp | Contract administrator | $400 |
| Empower Annuity Ins Company | Recordkeeping fees | $165 |