AUMdb

Es3 401(k) Plan

Sponsored by Es3 · EIN 330976413 · Plan #001

Total assets
$74.2M
Net assets
$74.2M
Active participants
195
With balances
274

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
Wespac Plan Services, Llc Participant loan processing, Direct payment from the plan, Recordkeeping fees $9,587