AUMdb

The National Service Office 401 K Plan

Sponsored by Nurse Family Partnership · EIN 200234163 · Plan #001

Total assets
$18.4M
Net assets
$18.4M
Active participants
102
With balances
182

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $64,686
The Ascent Group, Llc Recordkeeping, Consulting (pension), Direct payment from the plan $39,110
Metz & Associates,P Llc Recordkeeping, Trustee (institutional), Other services $21,500