Neugen Llc Employees' 401(k) Plan
Sponsored by Neugen Llc · EIN 830949021 · Plan #003 · Madison, WI
- Total assets
- $60.1M
- Net assets
- $60.1M
- Active participants
- 1
- With balances
- 203
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 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $25,000 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $23,492 |
| Baker Tilly Us, Llp | Accounting | $20,999 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,816 |