National Funding, Inc. 401(k) Plan
Sponsored by Fairsquare, Inc. · EIN 365103644 · Plan #001
- Total assets
- $19.4M
- Net assets
- $19.4M
- Active participants
- 273
- With balances
- 363
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $57,285 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $41,322 |
| San Diego Pension Consultants | Other services, Other fees | $0 |
| Morningstar Investment Manatment | Investment advisory (participants), Consulting fees | $0 |