Assets by plan
Share of aggregate retirement assets
Filings through .
N.E. Private Client Advisors, Ltd
EIN 20-1525080Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$5.7M assets
Health & Benefits
0
Participants
18
790 NORTH MAIN ST - PROVIDENCE, RI 02904401-274-5000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 18 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE NEPCA, LTD RETIREMENT PLAN
401(k)
Assets$2.9M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
NEPC CASH BALANCE PLAN
Cash balance
Assets$2.7M
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE NEPCA, LTD RETIREMENT PLAN | 401(k) | $2.9M | 5 | 2024 |
| #002 | NEPC CASH BALANCE PLAN | Cash balance | $2.7M | 13 | 2024 |
- #001 · 401(k) · 20245
- #002 · Cash balance · 202413
Retirement plans