AUMdb

Newground Retirement Savings Plan

Sponsored by Newground International, Inc. · EIN 363729610 · Plan #001

Total assets
$20.0M
Net assets
$20.0M
Active participants
123
With balances
187

Plan year beginning 01/01/2024 · 401(k)

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
Moneta Group Llc Investment advisory (plan) $44,252
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $40,253
Charles Schwab Trust Bank Custodial (securities), Float revenue $0
Charles Schwab & Co., Inc. Shareholder servicing fees $0