National Association Of Realtors Pension Plan
Sponsored by National Association Of Realtors · EIN 361520690 · Plan #001
- Total assets
- $85.8M
- Net assets
- $85.8M
- Active participants
- 318
- With balances
- 518
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $8,779 |
| Fiducient Advisors Llc | Investment management, Direct payment from the plan | $5,109 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |