Newsbank Retirement Savings Plan
Sponsored by Newsbank, Inc. · EIN 061084869 · Plan #001
- Total assets
- $59.1M
- Net assets
- $59.1M
- Active participants
- 330
- With balances
- 399
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 |
|---|---|---|
| Trg Investment Advisors, Llc CRD 315629 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trg Investment Advisors Llc | Investment advisory (plan) | $39,362 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $37,200 |
| Urish Popeck & Co., Llc | Accounting | $15,475 |