Nana Regional Corporation, Inc. Compensation Deferral Plan
Sponsored by Nana Regional Corporation, Inc. · EIN 920042024 · Plan #333
- Total assets
- $199M
- Net assets
- $199M
- Active participants
- 2,963
- With balances
- 3,664
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator, Investment advisory (plan), Participant loan processing | $306,698 |
| Rsm Us Llp | Accounting | $78,225 |
| Ubs Financial Services | Investment advisory (plan) | $73,427 |
| Futureplan By Ascensus | Contract administrator, Trustee (institutional), Investment advisory (plan) | $19,600 |