AUMdb

National Business Furniture Performance Retirement Plan

Sponsored by National Business Furniture, Llc · EIN 203851320 · Plan #001

Total assets
$46.8M
Net assets
$46.8M
Active participants
192
With balances
316

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
Oneamerica Retirement Services, Llc Recordkeeping, Copying and duplicating, Participant loan processing $59,973
Oneamerica Inv Adv Services, Llc Investment management, Investment management fees (direct) $13,298
Cliftonlarsonallen, Llp Accounting, Direct payment from the plan $9,056
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0