Neat Companies 401(k) Plan
Sponsored by Neat & Wilson, Inc · EIN 611164104 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 167
- With balances
- 125
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 |
|---|---|---|
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Participant loan processing, Recordkeeping fees, Other fees | $6,833 |
| Cerity Partners | Investment advisory (plan), Direct payment from the plan | $5,510 |