AUMdb

Eset Llc 401(k) Profit Sharing Plan And Trust

Sponsored by Eset Llc · EIN 330876139 · Plan #001

Total assets
$22.0M
Net assets
$22.0M
Active participants
183
With balances
247

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Ubs Financial Services, Inc. Recordkeeping, Consulting (pension), Direct payment from the plan $52,595
Abd Reitrement Services Recordkeeping, Trustee (institutional), Other services $6,529
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $2,975
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0