New View Alliance Savings Plan
Sponsored by New View Alliance · EIN 371895181 · Plan #003
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 337
- With balances
- 407
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
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 |
|---|---|---|
| Lincoln Retirement Services Company | Custodial (other), Recordkeeping fees | $11,326 |
| Merrill Lynch | Investment advisory (plan) | $6,066 |
| M2 B Retirement Consulting, Llc | Contract administrator | $5,836 |