PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. N.E. PRIVATE CLIENT ADVISORS, LTD
Sponsor portfolio

N.E. PRIVATE CLIENT ADVISORS, LTD

EIN 20-1525080-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
18
790 NORTH MAIN ST - PROVIDENCE, RI 02904401-274-5000
Plans on this EIN
2 filings
#001401k-$2.9M - 5 part#002CashBalance-$2.7M - 13 part

Retirement portfolio analytics

2 plans aggregated / $5.7M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • LTD RETIREMENT PLAN (#001)52%
  • CASH BALANCE PLAN (#002)48%
Total $5.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)13
  • LTD RETIREMENT PLAN (#001)5
Total 18Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE NEPCA, LTD RETIREMENT PLAN

401k

Assets$2.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NEPC CASH BALANCE PLAN

CashBalance

Assets$2.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE NEPCA, LTD RETIREMENT PLAN401k$2.9M52024
002NEPC CASH BALANCE PLANCashBalance$2.7M132024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica