Newbury Management Company 401(k) Plan
Sponsored by Newbury Management Company Dba/Newbury Living · EIN 421350076 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 133
- With balances
- 133
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 |
|---|---|---|
| Vw Advisors, Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $54,090 |
| Alerus Financial, N.A. | Recordkeeping, Custodial (securities), Trustee (institutional) | $3,335 |