New England Life Insurance Company Agents' Retirement Plan And Trust
Sponsored by New England Life Insurance Company · EIN 042708937 · Plan #003
- Total assets
- $84.5M
- Net assets
- $84.5M
- Active participants
- 0
- With balances
- 423
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $56,316 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $18,354 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |