Nfi 401(k) Plan
Sponsored by Newbury Franklin Industrials Llc · EIN 861817365 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 351
- With balances
- 205
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 |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | deterministic · 100% | 2024 |
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $41,452 |
| Mml Investors Services Llc | Investment advisory (plan) | $9,754 |
| Valmark Advisers, Inc. | Investment advisory (plan) | $9,748 |
| Compass 360, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $6,210 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $1,545 |
| Transamerica Trust Co | Trustee (institutional) | $208 |