Newcold 401(k) Plan
Sponsored by Newcold Seattle Operations Llc · EIN 810995900 · Plan #001
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 777
- With balances
- 305
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $57,361 |
| Scs | Investment advisory (plan) | $21,118 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,643 |