E.E. Newcomer Enterprises, Inc. 401(k) Retirement Plan & Trust
Sponsored by E.E. Newcomer Enterprises, Inc. · EIN 431190931 · Plan #001
- Total assets
- $174M
- Net assets
- $174M
- Active participants
- 3,441
- With balances
- 3,934
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, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $244,743 |
| Creative Planning Llc | Investment advisory (plan) | $80,000 |