New Road Schools Of New Jersey, Inc. 401(k) Savings Plan
Sponsored by New Road Schools Of New Jersey, Inc. · EIN 223449747 · Plan #003
- Total assets
- $15.0M
- Net assets
- $15.0M
- Active participants
- 152
- With balances
- 125
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $28,343 |
| Empower Annuity Insurance Company | Recordkeeping fees | $13,960 |