Engendren Corporation 401(k) Plan
Sponsored by Engendren, Llc Dba Iea, Llc · EIN 455005511 · Plan #002
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 215
- With balances
- 319
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 |
|---|---|---|
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellth Advisory Services, Llc | Investment advisory (participants) | $12,611 |
| Global Retirement Partners | Investment advisory (participants) | $12,464 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $586 |