Neil Patel Digital 401(k) Plan
Sponsored by Neil Patel Digital · EIN 822715243 · Plan #001
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 281
- With balances
- 355
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 |
|---|---|---|
| Resources Investment Advisors. | Investment advisory (plan), Direct payment from the plan | $46,281 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Direct payment from the plan | $4,335 |