AUMdb

Ngp Management, Llc 401 K Plan

Sponsored by Ngp Management, Llc · EIN 261655191 · Plan #001

Total assets
$21.1M
Net assets
$21.1M
Active participants
1,533
With balances
296

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Wellth Advisory Services, Llc CRD 330537 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $45,598
Global Retirement Partners Llc Investment advisory (plan) $18,750
Wellth Advisory Services, Llc Investment advisory (plan) $6,250
The Angell Pension Group Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $5,144