AUMdb

New England Law Boston Defined Contribution Retirement Plan

Sponsored by New England Law Boston · EIN 042152671 · Plan #001

Total assets
$87.0M
Net assets
$87.0M
Active participants
85
With balances
292

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Global Capital Partners Investments Llc CRD 339257 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Global Capital Partners, Llc Investment advisory (plan), Direct payment from the plan $22,165
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $11,033