AUMdb

Eci/Cd 401(k) Plan

Sponsored by Engineered Controls Inc. · EIN 470778387 · Plan #001

Total assets
$13.9M
Net assets
$13.9M
Active participants
119
With balances
135

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
Wealthspan Investment Management, Llc CRD 309553 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Wealth Plan Investment Management Investment advisory (participants) $39,580
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $2,378