AUMdb

Nlb Corporation Employees' Savings Trust

Sponsored by Nlb Corporation · EIN 381957117 · Plan #001

Total assets
$28.1M
Net assets
$28.1M
Active participants
238
With balances
301

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
Highpoint Advisor Group, Llc CRD 316636 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Highpoint Advisor Group Llc Investment advisory (plan) $30,485
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $8,020