Essex Portfolio L.P. 401(k) Plan
Sponsored by Essex Portfolio L.P. · EIN 770369575 · Plan #001
- Total assets
- $138M
- Net assets
- $138M
- Active participants
- 1,720
- With balances
- 2,442
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | 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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $190,770 |
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $36,000 |
| Mun Cpas, Llp | Accounting, Other services | $31,400 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,139 |