Newmeyer & Dillion Employee 401(k) Savings Plan
Sponsored by Newmeyer & Dillion, Llp · EIN 330051418 · Plan #002
- Total assets
- $43.5M
- Net assets
- $43.5M
- Active participants
- 97
- With balances
- 134
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 |
|---|---|---|
| Mcmill Wealth Management, Llc | Investment advisory (plan), Investment management fees (direct), Investment advisory (participants) | $42,693 |
| Retirement Plan Consultants, Llc | Plan administrator, Recordkeeping, Consulting (general) | $40,982 |
| Saratoga Research & Investment | Securities brokerage | $37,513 |
| Abbate, June & Associates | Securities brokerage | $18,803 |
| The Shadden Group | Securities brokerage | $16,088 |
| Maryland Capital Advisors | Securities brokerage | $14,448 |
| The Bahnsen Group | Securities brokerage | $7,537 |
| Blue Kayak Partners Llc | Securities brokerage | $6,510 |