Nami 403(b) Plan
Sponsored by Nami · EIN 431201653 · Plan #002
- Total assets
- $18.0M
- Net assets
- $18.0M
- Active participants
- 203
- With balances
- 266
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | deterministic · 100% | 2024 |
| Tribridge Partners Financial Llc CRD 326489 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $50,549 |
| Mml Investors Services Llc | Investment advisory (plan), Other fees | $0 |
| Tribridge Partners Financial Llc | Investment advisory (plan), Other fees | $0 |
| Newport Group Inc | Other services, Other fees | $0 |