Connell Foley, Llp Employees 401(k) Profit Sharing Plan
Sponsored by Connell Foley, Llp · EIN 221500072 · Plan #002
- Total assets
- $145M
- Net assets
- $145M
- Active participants
- 253
- With balances
- 340
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 |
|---|---|---|
| Newport Capital Group, Llc CRD 144442 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Capital Group | Recordkeeping, Investment advisory (plan), Recordkeeping fees | $78,930 |
| Pkf O'connor Davies Llp | Accounting | $19,000 |
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $7,210 |