New England Business Trust Section 401(k) Plan
Sponsored by New England Business Trust · EIN 042780064 · Plan #001
- Total assets
- $45.8M
- Net assets
- $45.8M
- Active participants
- 130
- With balances
- 170
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global Ba | Investment advisory (plan), Direct payment from the plan | $85,662 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $34,431 |