AUMdb

Eah Inc. Retirement Plan

Sponsored by Eah Inc. · EIN 941699153 · Plan #001

Total assets
$41.3M
Net assets
$41.3M
Active participants
286
With balances
384

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

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

Firm Match Plan year
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Nationwide Recordkeeping, Other services, Recordkeeping fees $117,865
Empower Annuity Insurance Company O Recordkeeping fees $22,346
World Investment Advisors Llc Investment advisory (plan) $10,339
Creative Planning Holdco Llc Dba Cr Other fees $3,693
Empower Advisory Group, Llc Investment management $304