PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NATIONAL INVESTMENT SERVICES, LLC
Sponsor portfolio

NATIONAL INVESTMENT SERVICES, LLC

EIN 47-5505469-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$351K assets
Welfare
0
Participants
4
400 ARCOLA ROAD - SUITE A5 - COLLEGEVILLE, PA 19426484-762-8149
Plans on this EIN
2 filings
#002CashBalance-$266K - 2 part#001401k-$85K - 2 part

Retirement portfolio analytics

2 plans aggregated / $351K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • SERVICES, LLC PENSION (#002)76%
  • PROFIT SHARING PLAN (#001)24%
Total $351KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES, LLC PENSION (#002)2
  • PROFIT SHARING PLAN (#001)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NATIONAL INVESTMENT SERVICES, LLC PENSION PLAN

CashBalance

Assets$266K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NATIONAL INVESTMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$85K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NATIONAL INVESTMENT SERVICES, LLC PENSION PLANCashBalance$266K22024
001NATIONAL INVESTMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN401k$85K22024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica