Prein&Newhof, Inc. Employee Stock Ownership Plan And Trust
Sponsored by Prein & Newhof · EIN 381891590 · Plan #001
- Total assets
- $59.8M
- Net assets
- $59.8M
- Active participants
- 154
- With balances
- 196
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Recordkeeping fees, Direct payment from the plan, Contract administrator | $87,847 |
| Northwestern Mutual Wealth Mgmt Co. | Investment advisory (plan), Other fees | $0 |
| Prein & Newhof, Inc | Plan administrator, Other fees | $0 |
| Doeren Mayhew Grand Rapids, Pllc | Other services, Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |