Newbury Corporation Pension Plan
Sponsored by Newbury Corporation · EIN 042426613 · Plan #001
- Total assets
- $74.6M
- Net assets
- $74.6M
- Active participants
- 125
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Agilis Partners Llc | Investment management, Direct payment from the plan | $145,144 |
| Schwab Retirement Plan Services Inc | Actuarial, Recordkeeping, Direct payment from the plan | $88,053 |
| Marcum Llp | Investment management, Direct payment from the plan | $20,600 |