Eakes, Inc. 401(k) Retirement Savings Plan
Sponsored by Eakes, Inc. · EIN 470824734 · Plan #002
- Total assets
- $25.2M
- Net assets
- $25.2M
- Active participants
- 274
- With balances
- 338
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Allen Capital Group, Llc CRD 135879 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Allen Capital Group | Investment advisory (participants) | $43,249 |
| Union Bank & Trust Company | Claims processing, Recordkeeping, Trustee (institutional) | $23,949 |