AUMdb

New American Funding, Llc 401(k) Plan

Sponsored by New American Funding, Llc · EIN 010726495 · Plan #001

Total assets
$148M
Net assets
$148M
Active participants
4,347
With balances
3,332

Plan year beginning 01/01/2024 · 401(k)

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $231,289