AUMdb

E4 Services, Llc 401(k) Plan

Sponsored by E4 Services, Llc · EIN 753171575 · Plan #001

Total assets
$19.6M
Net assets
$19.6M
Active participants
491
With balances
267

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wells Fargo Advisors Llc Investment advisory (plan) $42,678
Futureplan By Ascensus Contract administrator $11,343
Capital Group Retirement Plan Svcs Recordkeeping fees $6,762