AUMdb

Cenergistic, Llc Profit Sharing Plan

Sponsored by Cenergistic, Llc · EIN 752195821 · Plan #001

Total assets
$23.4M
Net assets
$23.4M
Active participants
154
With balances
283

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
Voya Retirement Insurance & Annuity Investment advisory (participants), Recordkeeping fees $85,884
Voya Retirement Insurance & Annuity Other fees $600
Mml Insurance Agency, Llc Other commissions $0