Newmeyer & Dillion, LLP's EIN is 33-0051418.
Download the official 2024 Form 5500 (PDF) for Newmeyer & Dillion, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Newmeyer & Dillion, LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONSULTANTS, LLC | — | NORFOLK, NE | RECORDKEEPER TPA | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCMILL WEALTH MANAGEMENT, LLC |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-0608612 |
| NORFOLK, NE |
| FINANCIAL ADVISOR |
| $43K |
| — |
| SARATOGA RESEARCH & INVESTMENT | — | SARATOGA, CA | FINANCIAL ADVISOR | $38K | — |
| ABBATE, JUNE & ASSOCIATES | — | IRVINE, CA | FINANCIAL ADVISOR | $19K | — |
| THE SHADDEN GROUP | — | LONG BEACH, CA | FINANCIAL ADVISOR | $16K | — |
| MARYLAND CAPITAL ADVISORS | — | CHESTER, MD | FINANCIAL ADVISOR | $14K | — |
| THE BAHNSEN GROUP | — | NEWPORT BEACH, CA | FINANCIAL ADVISOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE KAYAK PARTNERS LLC | 26-3236145 | FRANKLIN, TN | MANAGEMENT FEE | $7K | — |
