Northeast Grocery 401(k) Plan
Sponsored by Northeast Grocery, Inc. · EIN 863693178 · Plan #001 · Schenectady, NY
- Total assets
- $553M
- Net assets
- $553M
- Active participants
- 17,703
- With balances
- 7,105
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | 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 | $227,131 |
| Capfinancial Partners , Llc | Investment advisory (plan) | $87,938 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $79,311 |
| Harter Secrest & Emery Llp | Legal | $24,848 |
| Teal, Becker & Chiaramonte Cpa's P | Accounting | $9,500 |