Banknewport 401(k) Plan
Sponsored by Banknewport · EIN 202633950 · Plan #002
- Total assets
- $63.9M
- Net assets
- $63.9M
- Active participants
- 337
- With balances
- 469
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) | $17,671 |
| Fidelity Inv Inst Oper Company Inc. | Participant loan processing, Recordkeeping fees, Account maintenance fees | $3,613 |