New England Historic Genealogical Society Defined Contribution Plan
Sponsored by New England Historic Genealogical Society · EIN 042104757 · Plan #001
- Total assets
- $16.7M
- Net assets
- $16.7M
- Active participants
- 98
- With balances
- 187
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Twelve Points Wealth Management Llc CRD 171107 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Twelve Points Wealth Mgmt | Investment advisory (plan) | $31,871 |
| Tiaa Teachers Insurance And Annui | Recordkeeping | $23,763 |