AUMdb

National Debt Relief 401 K Profit Sharing Plan And Trust

Sponsored by National Debt Relief · EIN 271182232 · Plan #001

Total assets
$61.9M
Net assets
$61.9M
Active participants
1,996
With balances
2,380

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $212,124
Morgan Stanley Smith Barney Recordkeeping, Trustee (institutional), Other services $95,859
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees $0