AUMdb

National Conference Of Bar Examiners 403(b) Plan

Sponsored by National Conference Of Bar Examiners · EIN 362472009 · Plan #001

Total assets
$27.1M
Net assets
$27.1M
Active participants
154
With balances
178

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
World Investment Advisors Investment advisory (plan), Named fiduciary $7,574
Northwestern Mutual Investment Svcs Other commissions $0