Newforma, Inc. 401(k) Plan
Sponsored by Newforma, Inc. · EIN 200400003 · Plan #001
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 107
- With balances
- 137
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 |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Company Of Amer | Recordkeeping, Recordkeeping fees | $31,670 |
| Nbt Bank Na Dba Tpa Experts | Contract administrator, Consulting fees | $1,050 |
| Mml Investors Services Llc | Investment advisory (plan), Other commissions | $0 |