Nations Lending 401(k) Plan
Sponsored by Nations Lending Corporation · EIN 770605392 · Plan #001
- Total assets
- $24.6M
- Net assets
- $24.6M
- Active participants
- 602
- With balances
- 442
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co | Recordkeeping fees | $106,893 |
| Empower Advisory Group, Llc | Investment management | $33,653 |
| National Associates Inc. | Contract administrator | $27,697 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $13,982 |