AUMdb

Ncqa Retirement Plan

Sponsored by National Committee For Quality Assurance Ncqa · EIN 521191985 · Plan #001 · Washington, DC

Total assets
$54.9M
Net assets
$54.9M
Active participants
540
With balances
615

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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) $9,816
Fidelity Inv. In. Op. Co., Inc. Participant loan processing, Recordkeeping fees, Account maintenance fees -$41,668