AUMdb

Ag Consulting Partners 401(k) Plan

Sponsored by Ag Consulting Partners · EIN 270698714 · Plan #001

Total assets
$5.3M
Net assets
$5.3M
Active participants
100
With balances
155

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
Newfront Retirement Services, Inc. CRD 167641 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $14,740
Newfront Retirement Services Inc Investment advisory (plan) $6,923