AUMdb

Eastern Surfaces 401(k) Plan

Sponsored by Eastern Surfaces, Inc. · EIN 300390435 · Plan #002

Total assets
$3.8M
Net assets
$3.8M
Active participants
119
With balances
107

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
Ethos Financial Group, Llc CRD 321748 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $9,152
Ethos Financial Group/Alexander H N Investment advisory (plan) $6,133