Search public Form 5500 filings

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Companies

companyBd Of Trustees-Legacy Plan Of The National Retirement Fund
EIN: 13-6130178Location: NYPlans: 2Latest: 2023

planLegacy Plan Of The National Retirement FundFinancial statementProvider compensation2023 filing
Sponsor: Bd Of Trustees-Legacy Plan Of The National Retirement FundEIN: 13-6130178Plan: 001Participants: 208,302Assets: $1,821,710,248Location: White Plains, NYLatest: 2023
planAdjustable Plan Of The National Retirement FundFinancial statementProvider compensation2023 filing
Sponsor: Bd Of Trustees-Adjustable Plan Of The National Retirement FundEIN: 13-6130178Plan: 002Participants: 37,754Assets: $139,490,602Location: White Plains, NYLatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Legacy Plan Of The National Retirement Fund
Sponsor: Bd Of Trustees-Legacy Plan Of The National Retirement FundEIN: 13-6130178Plan: 001Ack ID: 20241016161241NAL0032026737001
filing2023 Form 5500 — Adjustable Plan Of The National Retirement Fund
Sponsor: Bd Of Trustees-Adjustable Plan Of The National Retirement FundEIN: 13-6130178Plan: 002Ack ID: 20241016161034NAL0032025073001