Phoebe Devitt Homes 401(k) Retirement Savings Plan
Sponsored by Phoebe Devitt Homes · EIN 231396838 · Plan #003
- Total assets
- $39.5M
- Net assets
- $39.5M
- Active participants
- 1,020
- With balances
- 1,197
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 |
|---|---|---|
| Newedge Wealth, Llc CRD 307771 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $151,566 |
| New Edge Wealth | Investment advisory (plan), Direct payment from the plan | $13,986 |