National Bulk Equipment, Inc. 401(k) Profit Sharing Plan
Sponsored by National Bulk Equipment, Inc. · EIN 382120303 · Plan #002
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 247
- With balances
- 191
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Custodial (other), Investment management fees (direct), Investment management fees (indirect) | $43,110 |
| Lpl Financial Sms Service Provide | Investment advisory (plan), Investment management fees (indirect) | $37,165 |
| Lpl Financial | Investment advisory (plan), Investment management fees (indirect) | $27,009 |
| Rehmann | Recordkeeping, Recordkeeping fees | $5,437 |