Neal Communities 401(k) Plan
Sponsored by Nc Employment Group, Inc. · EIN 591462889 · Plan #001
- Total assets
- $37.0M
- Net assets
- $37.0M
- Active participants
- 344
- With balances
- 401
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 |
|---|---|---|
| Hbk Sorce Advisory Llc CRD 112139 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hbks Wealth Advisors | Investment advisory (plan) | $63,846 |
| Fidelity Workplace Services Llc | Recordkeeping fees, Account maintenance fees, Participant loan processing | $37,062 |