New Venture Fund 401(k) Profit Sharing Plan
Sponsored by New Venture Fund · EIN 205806345 · Plan #001
- Total assets
- $57.9M
- Net assets
- $57.9M
- Active participants
- 535
- With balances
- 961
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 |
|---|---|---|
| Three Bell Capital Llc CRD 159736 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $78,536 |
| Three Bell Capital Llc | Investment advisory (plan) | $46,717 |
| Empower Financial Services, Inc. | Securities brokerage | $50 |