Neill Corporation 401(k) Profit Sharing Plan & Trust
Sponsored by Neill Corporation · EIN 720649784 · Plan #001
- Total assets
- $34.5M
- Net assets
- $34.5M
- Active participants
- 816
- With balances
- 1,175
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $168,293 |
| The Haslauer Group, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $39,521 |
| Haslauer Premier Llc | Plan administrator | $24,321 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $17,860 |
| Neill Corporation | Employee (plan sponsor) | $16,285 |
| Wegmann Dazet Cpas | Accounting | $12,118 |
| Mml Investors Services Llc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |