National Property Management Associates Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by National Property Management Associates, Inc. · EIN 161443415 · Plan #001
- Total assets
- $4.1M
- Net assets
- $4.1M
- Active participants
- 427
- With balances
- 254
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 |
|---|---|---|
| Note Advisors, Llc CRD 171466 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $22,310 |
| Note Advisors Llc | Investment advisory (plan) | $7,839 |