Ncsfa Pooled Employer Plan
Sponsored by Definiti, Llc · EIN 850833363 · Plan #403
- Total assets
- $30.7M
- Net assets
- $30.7M
- Active participants
- 797
- With balances
- 797
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Investment management fees (indirect), Other insurance wrap fees | $40,071 |
| Thomas Judy & Tucker Pa | Accounting | $18,750 |
| Retirement Plan Solutions, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $4,538 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $3,798 |