401(k) Plan For Employees Of The Polish National Alliance Of The United States Of North America
Sponsored by The Polish National Alliance Of The United States Of North America · EIN 361635410 · Plan #002
- Total assets
- $18.9M
- Net assets
- $18.9M
- Active participants
- 47
- With balances
- 97
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research, Inc. | Investment management | $27,888 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $8,182 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |