Essa Bank & Trust 401(k) Plan
Sponsored by Essa Bank & Trust · EIN 240568185 · Plan #002
- Total assets
- $23.1M
- Net assets
- $23.1M
- Active participants
- 223
- With balances
- 236
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $38,703 |
| Lpl Financial Corporation | Investment advisory (plan) | $24,973 |
| Mid Atlantic Pension Specialists In | Contract administrator | $10,937 |
| Empower Advisory Group, Llc | Investment management | $5,276 |