Neophotonics Corporation 401 K Profit Sharing Plan & Trust
Sponsored by Neophotonics Corporation · EIN 943253730 · Plan #001
- Total assets
- $58.3M
- Net assets
- $58.3M
- Active participants
- 122
- With balances
- 271
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $43,358 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Consulting fees | $35,000 |