AUMdb

Ne Construction Llp 401(k) Profit Sharing Plan & Trust

Sponsored by Ne Construction Llp · EIN 752939079 · Plan #001

Total assets
$10.2M
Net assets
$10.2M
Active participants
293
With balances
634

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024
Morningstar Investment Management Llc CRD 108031 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $1,605
Morningstar Investment Management Investment advisory (participants), Investment advisory (plan) $398
Loren D. Stark Company Other services $0
Voya Retirement Insurance And Annui Investment advisory (participants), Recordkeeping fees $0
Morningstar Investment advisory (participants), Investment advisory (plan) $0