New Energy Works Of Rochester, Inc. 401 (K) Profit Sharing Plan
Sponsored by New Energy Works Of Rochester, Inc. · EIN 161212128 · Plan #001
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 196
- With balances
- 139
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 |
|---|---|---|
| Human Investing, Llc CRD 133017 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Human Investing | Investment advisory (plan) | $50,373 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $32,814 |
| Mengel Metzer Barr & Co Llp | Accounting | $12,000 |