New Avenues To Independence, Inc. Retirement Plan
Sponsored by New Avenues To Independence, Inc. · EIN 340871661 · Plan #001
- Total assets
- $2.3M
- Net assets
- $2.3M
- Active participants
- 243
- With balances
- 119
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mai Capital Management, Llc CRD 109807 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price | Recordkeeping, Consulting (general), Direct payment from the plan | $15,865 |
| Omega Pensions, Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $2,625 |
| Mai Capital Management Llc | Investment advisory (plan), Direct payment from the plan | $0 |