Intesa Sanpaolo S.P.A. Employees 401(k) Savings Plan
Sponsored by Intesa Sanpaolo S.P.A. · EIN 522196811 · Plan #001
- Total assets
- $82.2M
- Net assets
- $82.2M
- Active participants
- 167
- With balances
- 226
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Newport Capital Group, Llc CRD 144442 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Capital Group | Investment advisory (plan) | $60,000 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $1,975 |