Baker Newman & Noyes, Llc 401(k) Profit Sharing Plan
Sponsored by Baker Newman & Noyes, Llc · EIN 010494526 · Plan #001
- Total assets
- $111M
- Net assets
- $111M
- Active participants
- 319
- With balances
- 463
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 |
|---|---|---|
| Steward Partners Investment Advisory, Llc CRD 283004 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Steward Partners Holding Llc Dba St | Investment advisory (plan) | $30,000 |
| Steward Partners Investment Advisor | Investment advisory (plan) | $30,000 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $5,031 |
| Charles Schwab & Co., Inc. | Securities brokerage | $960 |