New Era 401(k) Plan
Sponsored by New Era Technology, Inc. · EIN 463078820 · Plan #001
- Total assets
- $157M
- Net assets
- $157M
- Active participants
- 1,645
- With balances
- 1,950
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 |
|---|---|---|
| Principal Securities, Inc. CRD 1137 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Investment management, Shareholder servicing fees | $135,621 |
| Principal Securities | Investment advisory (participants) | $103,253 |