Sughrue Mion, Pllc 401(k) Plan
Sponsored by Sughrue Mion, Pllc · EIN 530235018 · Plan #003
- Total assets
- $130M
- Net assets
- $130M
- Active participants
- 180
- With balances
- 263
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 |
|---|---|---|
| Newport Capital Group, Llc CRD 144442 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Capital Group | Investment advisory (plan), Direct payment from the plan | $92,332 |
| John Hancock Retirement Plan Svcs. | Recordkeeping, Investment advisory (participants), Participant loan processing | $67,585 |