N.R.F. Distributors Retirement Savings Plan
Sponsored by N.R.F. Distributors, Inc. · EIN 010319607 · Plan #002
- Total assets
- $21.2M
- Net assets
- $21.2M
- Active participants
- 296
- With balances
- 365
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services | Investment advisory (plan) | $35,973 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $29,181 |
| Empower Advisory Group | Investment management | $12,407 |
| Downeast Pension Services, Inc. | Contract administrator | $6,446 |