401(k) Employees Savings Plan Of East West Partners, Llc
Sponsored by East West Partners, Llc · EIN 841128572 · Plan #001 · Avon, CO
- Total assets
- $27.4M
- Net assets
- $27.4M
- Active participants
- 131
- With balances
- 214
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group Llc | Investment advisory (plan) | $48,305 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $26,123 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,444 |