AUMdb

The National World War Ii Museum 401 K Plan

Sponsored by The National World War Ii Museum, Inc. · EIN 721200790 · Plan #001

Total assets
$13.6M
Net assets
$13.6M
Active participants
280
With balances
374

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
Second Line Capital, Llc CRD 324386 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $41,891
Second Line Capital Llc Investment advisory (plan), Consulting (general) $25,869