Neighbors & Associates, Inc. 401(k) Plan
Sponsored by Neighbors & Associates, Inc. · EIN 161661531 · Plan #001
- Total assets
- $19.2M
- Net assets
- $19.2M
- Active participants
- 282
- With balances
- 306
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $41,783 |
| Prime Capital Investment Advisors, | Investment advisory (plan), Direct payment from the plan | $19,987 |