North American Science Associates, Llc Profit Sharing & 401(k) Plan
Sponsored by North American Science Associates, Llc · EIN 341020232 · Plan #003
- Total assets
- $121M
- Net assets
- $121M
- Active participants
- 888
- With balances
- 1,359
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Services | Investment advisory (plan), Investment management | $140,677 |
| Rehman Robson | Accounting | $25,316 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $24,930 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$43,093 |