Newesco, Inc. 401(k) Profit Sharing Plan
Sponsored by Newesco,Inc. Dba Nelson Westerberg, Inc. · EIN 361539760 · Plan #001
- Total assets
- $20.9M
- Net assets
- $20.9M
- Active participants
- 156
- With balances
- 167
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 |
|---|---|---|
| Capital Group Private Client Services, Inc. CRD 312837 | fuzzy_auto · 93% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan), Investment management, Other fees | $39,835 |
| Capital Group Retirement Plan Servi | Recordkeeping, Investment management, Participant loan processing | $17,179 |