Newday Usa Retirement Plan
Sponsored by New Day Financial, Llc · EIN 223887207 · Plan #003
- Total assets
- $26.6M
- Net assets
- $26.6M
- Active participants
- 276
- With balances
- 522
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $99,697 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $44,940 |
| Nfp Retirement Inc | Investment advisory (plan) | $12,828 |