Beltone New England 401(k) Plan
Sponsored by Beltone New England · EIN 270020043 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 116
- 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 |
|---|---|---|
| Capital Wealth Management, Llc CRD 157959 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Wealth Management | Investment advisory (plan), Direct payment from the plan | $36,756 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $21,279 |