AUMdb

Northeast Community Bank Employees' Savings & Profit Sharing Plan And Trust

Sponsored by Northeast Community Bank · EIN 130736530 · Plan #002

Total assets
$19.1M
Net assets
$19.1M
Active participants
144
With balances
169

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $9,235
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $2,154