Neel Schaffer Engineers And Planners, Inc. 401(k) Plan And Trust
Sponsored by Neel Schaffer Engineers & Planners, Inc. · EIN 640875634 · Plan #001
- Total assets
- $96.2M
- Net assets
- $96.2M
- Active participants
- 603
- With balances
- 711
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 |
|---|---|---|
| Ballew Advisors Inc CRD 110522 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $80,458 |
| Ballew Advisors | Investment advisory (plan) | $60,000 |