The Northumberland National Bank 401(k) Plan
Sponsored by The Northumberland National Bank · EIN 240677265 · Plan #002
- Total assets
- $8.8M
- Net assets
- $8.8M
- Active participants
- 102
- With balances
- 136
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 |
|---|---|---|
| American Century Investment Management Inc CRD 105778 | fuzzy_auto · 98% | 2024 |
| Fidelity Management & Research Company Llc CRD 108281 | fuzzy_auto · 95% | 2024 |
| Goldman Sachs Asset Management, L.P. CRD 107738 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Century Investment Managem | Investment management, Investment management fees (indirect) | $0 |
| Fidelity Management & Research Comp | Investment management, Investment management fees (indirect) | $0 |
| Goldman Sachs Asset Management, L.P | Investment management, Investment management fees (indirect) | $0 |