Stiefel Nicolaus &

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

19,968

Total plan assets

$789.0M

Filings (rows)

Direct comp

$246K

Indirect comp

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
National Heritage Academies, Inc. National Heritage Academies, Inc. Retirement Savings Plan · all filings	GRAND RAPIDS, MI	Other service providers	6,715	$307.3M	$82K	$0
National Heritage Academies, Inc. National Heritage Academies, Inc. Retirement Savings Plan · all filings	GRAND RAPIDS, MI	Other service providers	6,719	$265.3M	$82K	$0
National Heritage Academies, Inc. National Heritage Academies, Inc. Retirement Savings Plan · all filings	GRAND RAPIDS, MI	Other service providers	6,534	$216.4M	$82K	$0