AUMdb

3 E, Llc 401(k) Retirement Plan

Sponsored by 3 E, Llc · EIN 660962585 · Plan #001

Total assets
$13.7M
Net assets
$13.7M
Active participants
715
With balances
712

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 98% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Participant loan processing, Other fees $34,410
Raymond James And Associates Investment advisory (plan), Direct payment from the plan $28,302