AUMdb

Natural Lands Retirement Plan

Sponsored by Natural Lands Trust, Inc. · EIN 236272818 · Plan #001

Total assets
$21.8M
Net assets
$21.8M
Active participants
100
With balances
154

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
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Rpcp Investment advisory (participants) $22,828
The Vanguard Group, Inc. Recordkeeping $11,144
The Mandmarblestone Group Llc Plan administrator, Recordkeeping $1,380
Tiaa Contract administrator, Recordkeeping, Custodial (securities) $0