AUMdb

Nclc 401(k) Plan

Sponsored by Ncl Bahamas Ltd. · EIN 200470259 · Plan #002

Total assets
$330M
Net assets
$330M
Active participants
4,828
With balances
5,009

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
Soltis Investment Advisors, Llc CRD 154690 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Soltis Investment Advisors Llc Investment advisory (participants) $112,296
Berkowitz Pollack Brant Advisors & Accounting $60,174
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$202,594