The Preservation Society Of Newport County Retirement Savings Plan
Sponsored by The Preservation Society Of Newport County · EIN 050252708 · Plan #002
- Total assets
- $15.1M
- Net assets
- $15.1M
- Active participants
- 237
- With balances
- 399
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| The Patriot Financial Group Insurance Agency, Llc CRD 172470 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $44,366 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $41,285 |
| The Patriot Financial Group Ins | Investment advisory (plan) | $23,444 |
| The Angell Pension Group | Contract administrator | $7,061 |