Newbasis, Llc Savings And Retirement Plan And Trust 401(k) Plan
Sponsored by Newbasis, Llc · EIN 853626758 · Plan #002
- Total assets
- $3.0M
- Net assets
- $3.0M
- Active participants
- 146
- With balances
- 98
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 |
|---|---|---|
| Belpointe Asset Management Llc CRD 143440 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| July Business Services Llc | Recordkeeping | $14,330 |
| Belpointe Asset Management, Llc | Investment advisory (participants) | $5,391 |
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $0 |