National Consumer Cooperative Bank Retirement And 401(k) Plan
Sponsored by National Consumer Cooperative Bank · EIN 521157795 · Plan #001
- Total assets
- $156M
- Net assets
- $156M
- Active participants
- 343
- With balances
- 458
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $46,192 |
| 401 K Advisors Inc. | Consulting (general), Investment advisory (plan) | $43,500 |
| Councilor, Buchanan & Mitchell, P. | Accounting | $32,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$62,558 |