Newcomb & Boyd Profit Sharing Plan
Sponsored by Newcomb & Boyd · EIN 580876245 · Plan #001
- Total assets
- $42.6M
- Net assets
- $42.6M
- Active participants
- 283
- With balances
- 330
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 |
|---|---|---|
| Rockefeller Financial Llc CRD 291361 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rockefeller Capital Management Ins | Investment advisory (plan) | $77,864 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $60,071 |
| Erisa Services Of Georgia, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $4,756 |
| Transamerica Trust Company | Trustee (institutional) | $167 |