Child And Family Services Of Newport County 401(k) And Profit Sharing Plan
Sponsored by Child And Family Services Of Newport County · EIN 237058381 · Plan #003
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 111
- With balances
- 163
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Participant loan processing, Recordkeeping fees, Account maintenance fees | $16,611 |
| Global Retirement Partners | Investment advisory (plan) | $10,000 |