AUMdb

Ene Systems Inc. Profit Sharing Plan

Sponsored by Ene. Systems Inc. · EIN 042956130 · Plan #001

Total assets
$33.3M
Net assets
$33.3M
Active participants
272
With balances
325

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $22,747
Citrin Cooperman Other fees $16,750
Voya Retirement Insurance & Annuity Investment management, Insurance mortality and expense $7,653
Wells Fargo Clearing Services, Llc Other fees $0