New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust
Sponsored by New Era Life Insurance Company · EIN 742552025 · Plan #001
- Total assets
- $26.5M
- Net assets
- $26.5M
- Active participants
- 333
- With balances
- 377
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner | Investment advisory (plan) | $75,949 |
| Paychex, Inc. | Recordkeeping | $31,974 |
| Merrill Lynch, Pierce, Fenner And S | $0 |