AUMdb

Natural Partners, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Natural Partners, Inc. · EIN 860790551 · Plan #001

Total assets
$11.2M
Net assets
$11.2M
Active participants
576
With balances
285

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Capital Insight Partners, Llc Investment advisory (plan) $25,623
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $9,220