AUMdb

Judy Madrigal & Associates 401(k) Plan

Sponsored by Judy Madrigal & Associates · EIN 943140443 · Plan #001

Total assets
$21.1M
Net assets
$21.1M
Active participants
212
With balances
177

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
Newfront Retirement Services, Inc. CRD 167641 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Newfront Retirement Services, Inc. Investment advisory (plan) $97,817
Empower Annuity Ins Co Of America Recordkeeping fees $70,118
C Ben Group Contract administrator, Other fees $55,449