Neogenomics Laboratories, Inc. 401(k) Profit Sharing Plan
Sponsored by Neogenomics Laboratories, Inc. · EIN 593725585 · Plan #001
- Total assets
- $201M
- Net assets
- $201M
- Active participants
- 2,146
- With balances
- 2,251
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $141,455 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $75,262 |
| Creative Planning Holdco, Llc | Investment advisory (plan) | $17,500 |