Newton Peo Retirement Savings Plan
Sponsored by Newton Peo, Llc · EIN 844056740 · Plan #001
- Total assets
- $2.6M
- Net assets
- $2.6M
- Active participants
- 261
- With balances
- 161
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 |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Recordkeeping | $18,161 |
| Bks Financial Investments Llc | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $6,117 |
| Charles Schwab Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $703 |