Equity Resources, Inc 401 K Profit Sharing Plan
Sponsored by Equity Resources, Inc · EIN 311401378 · Plan #001
- Total assets
- $23.3M
- Net assets
- $23.3M
- Active participants
- 191
- With balances
- 219
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Capital Products Llc | Investment advisory (participants) | $65,786 |
| Fidelity Investments Inst Operation | Participant loan processing, Recordkeeping fees, Account maintenance fees | $17,759 |
| Strategic Advisors | Investment advisory (plan) | $530 |