Newport Children's School, Inc. 401(k) Profit Sharing Plan
Sponsored by Newport Children's School, Inc. · EIN 911086032 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.3M
- Active participants
- 129
- With balances
- 161
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cliftonlarsonallen, Llp | Accounting | $0 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $0 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $0 |