AUMdb

The New Haven Companies, Inc. 401(k) Savings Plan

Sponsored by The New Haven Companies, Inc. · EIN 201745524 · Plan #002

Total assets
$7.5M
Net assets
$7.5M
Active participants
134
With balances
95

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $3,864
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0