National Reliable Lending Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Nations Reliabel Lending, Llc · EIN 205973457 · Plan #001 · Houston, TX
- Total assets
- $12.8M
- Net assets
- $12.8M
- Active participants
- 366
- With balances
- 350
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Clearing Services Llc | Investment advisory (plan), Direct payment from the plan | $25,175 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $19,672 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $12.8M | 366 | ack 20250917153522NAL0000652897001 |
| 01/01/2020 | $10.2M | 524 | ack 20251202163711NAL0018088912001 |