Supply New England, Inc. Employee Retirement Trust Plan
Sponsored by Supply New England, Inc. · EIN 042035971 · Plan #003
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 150
- With balances
- 158
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research, Inc. | Investment advisory (plan), Investment management, Other services | $33,872 |
| Rj20, Inc. | Other services | $2,639 |
| Benefit Plans Admin Services, Inc. | Recordkeeping, Trustee (institutional), Participant loan processing | -$9,671 |