AUMdb

Employee Savings & Retirement Plan

Sponsored by Ncb Management Services, Inc. · EIN 232777046 · Plan #001

Total assets
$15.6M
Net assets
$15.6M
Active participants
276
With balances
192

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
Global Retirement Partners Recordkeeping, Trustee (institutional), Other services $9,604
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $8,349
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees $0