AUMdb

Engineering And Inspection Services, Llc 401(k) Profit Sharing Plan

Sponsored by Engineering And Inspection Services, Llc · EIN 721489005 · Plan #001

Total assets
$12.9M
Net assets
$12.9M
Active participants
155
With balances
165

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
Raymond James Financial Services Advisors, Inc CRD 149018 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Raymond James Financial Services Investment advisory (participants), Investment advisory (plan), Investment management fees (indirect) $27,192
Retirement Strategies Group, Llc Accounting, Recordkeeping, Consulting (pension) $5,508
Nationwide Contract administrator, Custodial (securities), Distribution (12b-1) fees $1,172