AUMdb

Newco Distributors, Inc. Retirement Plan

Sponsored by Newco Distributors, Inc. · EIN 330407040 · Plan #001

Total assets
$9.2M
Net assets
$9.2M
Active participants
124
With balances
131

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
Lpl Financial Corporation Rpcp Recordkeeping, Trustee (institutional), Other services $21,528
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $14,179