Newstead/Kreher Farms 401(k) Plan
Sponsored by Newstead Farms, Inc. · EIN 161350390 · Plan #001
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 245
- With balances
- 291
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Ins Co Of Ny | Recordkeeping fees | $46,188 |
| Actuarial Consulting Services Inc | Contract administrator | $8,223 |
| Commonwealth Equity Services Llc | Investment advisory (plan) | $8,221 |
| Empower Advisory Group | Investment management | $5,102 |
| Envestnet Retirement Solutions, Llc | Other fees | $2,861 |
| Osaic Fa Inc | Other commissions | $0 |