John H. Northrop & Associates, Inc. 401(k) Safe Harbor Plan
Sponsored by John H. Northrop & Associates, Inc. · EIN 311779787 · Plan #002
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 151
- With balances
- 262
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 |
|---|---|---|
| Retirement Planology, Inc. CRD 171302 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Matrix Trust Company | Custodial (securities), Participant loan processing, Direct payment from the plan | $91,073 |
| Retirement Planology Inc | Investment advisory (plan) | $2,414 |
| Empower Annuity Insurance Company | Recordkeeping fees | $517 |