AUMdb

Ecg 401(k) Profit Sharing Plan & Trust

Sponsored by Ecg · EIN 421735029 · Plan #002

Total assets
$19.3M
Net assets
$19.3M
Active participants
287
With balances
316

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
Pfs Partners, Llc CRD 147872 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Pfs Partners Llc Investment advisory (participants) $34,708
Paychex, Inc. Recordkeeping $25,286