Ebsco Savings And Profit Sharing Plan
Sponsored by Ebsco Industries, Inc. · EIN 636014186 · Plan #001
- Total assets
- $736M
- Net assets
- $731M
- Active participants
- 3,390
- With balances
- 5,020
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $235,806 |
| Capfinancial Partners,Ll | Investment advisory (plan), Direct payment from the plan | $37,484 |
| Management Planning | Consulting (general), Direct payment from the plan | $13,940 |