E & B Natural Resources Management Corp. 401(k) Plan
Sponsored by E & B Natural Resources Management Corp. · EIN 952797484 · Plan #001
- Total assets
- $21.3M
- Net assets
- $21.3M
- Active participants
- 259
- With balances
- 237
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 |
|---|---|---|
| Wespac Advisors, Llc CRD 148242 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wespac Advisors, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $56,099 |
| Wespac Plan Services, Llc | Contract administrator, Recordkeeping, Participant loan processing | $39,434 |
| Charles Schwab Trust Bank | Contract administrator, Account maintenance fees | $8,762 |