AUMdb

New Frontier Pooled Employer Plan

Sponsored by Plan Fiduciary Services, Inc. · EIN 273523833 · Plan #007

Total assets
$7.1M
Net assets
$7.1M
Active participants
375
With balances
253

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
Resources Investment Advisors Llc Other fees $5,473
Lincoln Investment Planning Inc Other fees $0
Bay Colony Advisory Grp Inc Other fees $0