AUMdb

Easy Living Inc. 401(k) Plan

Sponsored by Easy Living Inc. · EIN 431578137 · Plan #001

Total assets
$2.9M
Net assets
$2.9M
Active participants
435
With balances
120

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Wells Fargo Clearing Services Llc Investment advisory (participants), Investment advisory (plan), Investment management $10,353
Futureplan By Ascensus Accounting, Actuarial, Consulting (pension) $1,325
Capital Group Retirement Services Recordkeeping, Investment management, Participant loan processing $575