Nd Paper Retirement Plan
Sponsored by Nd Paper Inc. · EIN 472267105 · Plan #002
- Total assets
- $85.1M
- Net assets
- $85.1M
- Active participants
- 330
- With balances
- 594
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 98% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $60,000 |
| Creative Planning, Llc | Investment advisory (plan), Direct payment from the plan | $19,882 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Mesirow Financial Investment Manage | Investment advisory (participants), Consulting fees | $0 |