AUMdb

Northeast Security, Inc 401(k) Profit Sharing Plan

Sponsored by Northeast Security, Inc. · EIN 042432920 · Plan #001

Total assets
$3.3M
Net assets
$3.3M
Active participants
2,115
With balances
106

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Participant loan processing $23,346
Capfinancial Partners Llc Investment advisory (plan), Direct payment from the plan $14,487