Ewing Foley, Inc. Salary Deferral Plan
Sponsored by Ewing Foley, Inc. · EIN 941535556 · Plan #004
- Total assets
- $18.7M
- Net assets
- $18.7M
- Active participants
- 118
- With balances
- 108
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Newport Group Consulting, Llc CRD 140944 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $29,548 |
| Newport Group Consulting | Investment advisory (plan), Direct payment from the plan | $6,590 |