National Futures Association Employee Retirement Savings Plan
Sponsored by National Futures Association · EIN 362960981 · Plan #001
- Total assets
- $301M
- Net assets
- $301M
- Active participants
- 502
- With balances
- 847
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 |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $7,635 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |