AUMdb

Newfront 401(k) Plan

Sponsored by Newfront · EIN 270673528 · Plan #001 · San Mateo, CA

Total assets
$117M
Net assets
$117M
Active participants
726
With balances
948

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

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 $13,751