The National Checking Company Employee Retirement Plan
Sponsored by National Checking Company · EIN 410433050 · Plan #001
- Total assets
- $24.8M
- Net assets
- $24.8M
- Active participants
- 183
- With balances
- 155
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital Management Associates Inc CRD 105010 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Management Associates Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $52,182 |
| Capital Group Retirement Plan Servi | Recordkeeping, Investment management, Participant loan processing | $8,600 |
| The Angell Pension Group Inc | Accounting, Consulting (pension) | $5,250 |