AUMdb

New Communities, Inc. 403(b) Plan

Sponsored by New Communities, Inc. · EIN 815393817 · Plan #001

Total assets
$6.8M
Net assets
$6.8M
Active participants
313
With balances
118

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement

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 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Commonwealth Equity Services Llc Investment advisory (plan) $0
The Pension Service Contract administrator $0
Capital Research And Management Recordkeeping fees $0