AUMdb

Etr Associates, Inc. 401 K Plan

Sponsored by Etr Associates, Inc. · EIN 942760764 · Plan #002

Total assets
$31.8M
Net assets
$31.8M
Active participants
127
With balances
203

Plan year beginning 07/01/2024 · 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
Fid. Inv. Instit. Operations Co. Recordkeeping fees, Account maintenance fees, Securities brokerage commissions $50,443