AUMdb

Nwt 401(k) Profit Sharing Plan

Sponsored by Newwave Telecom & Technologies, Inc. · EIN 201439479 · Plan #001

Total assets
$22.4M
Net assets
$22.4M
Active participants
104
With balances
322

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
Commonwealth Equity Services, Llc CRD 8032 fuzzy_auto · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Commonwealth Equity Services Llc Db Investment advisory (plan) $32,933
Empower Annuity Insurance Company O Recordkeeping fees $8,143
Empower Advisory Group, Llc Investment management $294