AUMdb

Nbc Profit Sharing / 401(k) Plan

Sponsored by Nbc Corp. Of Oklahoma Inc. · EIN 731189321 · Plan #001

Total assets
$31.2M
Net assets
$31.2M
Active participants
137
With balances
173

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
Argent Retirement Plan Advisors, Llc CRD 165031 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Oneamerica Retirement Services, Llc Recordkeeping, Copying and duplicating, Participant loan processing $52,329
Argent Retirement Plan Advisors Investment advisory (plan), Investment management, Direct payment from the plan $27,735
Heritage Institutional Investment advisory (plan), Investment management, Direct payment from the plan $27,523
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0