Neda 401(k) Plan
Sponsored by New England Deaconess Association · EIN 042104763 · Plan #001
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 687
- With balances
- 674
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 |
|---|---|---|
| Mayflower Financial Advisors, Llc CRD 307857 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $90,284 |
| Mayflower Financial Advisors, Llc. | Investment advisory (plan), Consulting fees | $9,884 |
| Charles Schwab Bank | Custodial (securities), Shareholder servicing fees | $0 |