Newell Corporate Group 401(k) Profit Sharing Plan
Sponsored by W.S. Newell & Sons, Inc. · EIN 630679583 · Plan #001
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 98
- With balances
- 71
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 |
|---|---|---|
| Capsouth Partners, Inc. CRD 132517 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $17,935 |
| Capsouth Partners, Inc. | Consulting (general), Investment advisory (plan) | $11,151 |