AUMdb

Esp Associates, Inc. 401(k) Profit Sharing Plan

Sponsored by Esp Associates, Inc. · EIN 560599737 · Plan #001

Total assets
$42.1M
Net assets
$42.1M
Active participants
568
With balances
781

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Morgan Stanley Smith Barney Recordkeeping, Trustee (institutional), Other services $77,135
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $12,186
Adp Broker Dealer Other services, Other fees $0