National Mortgage And Finance Company, Limited Profit Sharing 401(k) Plan
Sponsored by National Mortgage & Finance Co Ltd · EIN 990049850 · Plan #001
- Total assets
- $14.5M
- Net assets
- $14.5M
- Active participants
- 88
- With balances
- 139
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 |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $15,122 |
| Kmh Llp | Accounting | $13,221 |
| Raymond James | Investment management fees (direct) | $5,500 |