AUMdb

New Era Cap, Llc Savings & Retirement Plan For Management And Administrative Employees

Sponsored by New Era Cap, Llc · EIN 160770131 · Plan #003

Total assets
$70.8M
Net assets
$70.8M
Active participants
553
With balances
714

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$41,335