Northeastern Supply, Inc. 401(k) Plan
Sponsored by Northeastern Supply, Inc. · EIN 520635515 · Plan #002
- Total assets
- $39.6M
- Net assets
- $39.6M
- Active participants
- 323
- With balances
- 410
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $74,024 |
| Merrill Lynch | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $73,955 |
| Coastal Pension Services, Inc. | Contract administrator, Other services, Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |