New Mountain Capital, Llc 401(k) Profit Sharing Plan
Sponsored by New Mountain Capital, Llc · EIN 810659915 · Plan #001
- Total assets
- $72.2M
- Net assets
- $72.2M
- Active participants
- 240
- With balances
- 351
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $35,000 |
| Empower Life & Annuity Insurance | Recordkeeping fees | $32,703 |
| Rsm Us Llp | Accounting | $26,670 |
| The Benefit Practice | Contract administrator | $0 |