Neighborly 401(k) Profit Sharing Plan
Sponsored by Dwyer Franchising Llc · EIN 730941783 · Plan #001
- Total assets
- $71.8M
- Net assets
- $71.8M
- Active participants
- 1,582
- With balances
- 1,825
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 |
|---|---|---|
| Disciplined Investors, L.L.C. CRD 114614 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Disciplined Investors Llc | Investment advisory (plan) | $95,585 |
| Empower Annuity Insurance Company | Recordkeeping fees | $73,275 |