Newcomer Funeral Service Group Retirement Plan
Sponsored by Newcomer Funeral Service Group, Inc. · EIN 481142399 · Plan #001
- Total assets
- $24.3M
- Net assets
- $24.3M
- Active participants
- 862
- With balances
- 524
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 |
|---|---|---|
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $54,498 |
| Mariner, Llc | Investment advisory (plan) | $38,445 |
| Pickett, Chaney, Mcmullen Llp, Cpa | Accounting | $9,600 |
| Mg Trust Company Dba Matrix Trust C | Recordkeeping, Consulting (general), Custodial (securities) | $0 |