National School Boards Association Pension Plan
Sponsored by National School Boards Association · EIN 362210015 · Plan #001
- Total assets
- $30.6M
- Net assets
- $30.6M
- Active participants
- 3
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Actuarial, Claims processing, Recordkeeping | $243,617 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Morgan Stanley Dean Witter | Consulting (general), Insurance brokerage commissions | $0 |