Savings Plan Of The Newtron Group, L.L.C. And Subsidiaries
Sponsored by The Newtron Group, L.L.C. · EIN 720955705 · Plan #001
- Total assets
- $118M
- Net assets
- $118M
- Active participants
- 4,022
- With balances
- 1,283
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | fuzzy_auto · 97% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $131,358 |
| Gallagher Fiduciary Advi | Investment advisory (plan), Direct payment from the plan | $32,664 |
| Hannis T Bourgeois | Accounting, Direct payment from the plan | $24,800 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |