Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NATIONAL TRANSACTION CORP
EIN 65-0815733bankingLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
10
2600 NW 107TH AVE - CORAL SPRINGS, FL 33065888-996-2273nationaltransaction.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 10 participantsParticipants by plan
Active + retired + deferred vested
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 TRANSACTION DEFINED BENEFIT PLAN
CashBalance
Assets$641K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NATIONAL TRANSACTION 401(K) PLAN
401k
Assets$572K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NATIONAL TRANSACTION DEFINED BENEFIT PLAN | CashBalance | $641K | 5 | 2024 | |
| 001 | NATIONAL TRANSACTION 401(K) PLAN | 401k | $572K | 5 | 2024 |
Retirement plans