New Albany Company 401(k) Plan
Sponsored by New Albany Company · EIN 311222569 · Plan #001
- Total assets
- $19.6M
- Net assets
- $19.6M
- Active participants
- 203
- With balances
- 210
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 |
|---|---|---|
| Yarger Wealth Strategies, Llc CRD 310207 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $42,431 |
| Yarger Wealth Strategies Llc | Investment advisory (participants), Direct payment from the plan | $28,547 |