New Chapter, Inc. 401(k) Plan
Sponsored by New Chapter, Inc. · EIN 030301418 · Plan #001
- Total assets
- $19.5M
- Net assets
- $19.5M
- Active participants
- 185
- With balances
- 280
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 |
|---|---|---|
| Trg Investment Advisors, Llc CRD 315629 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trg Investment Advisors, Llc | Investment advisory (participants) | $45,724 |
| John Hancock Life Ins. Co. Usa | Recordkeeping | $528 |