Neapco Holdings, Llc 401(k) Retirement Savings Plan
Sponsored by Neapco Holdings, Llc · EIN 271718004 · Plan #001
- Total assets
- $81.8M
- Net assets
- $81.8M
- Active participants
- 1,055
- With balances
- 1,182
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 |
|---|---|---|
| Tfo Wealth Partners, Llc CRD 124407 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $149,534 |
| Tfo Wealth Partnersllc | Investment advisory (plan) | $83,860 |