Energy Engineering Associates, Inc 401(k) Profit Sharing Plan
Sponsored by Energy Engineering Associates, Inc. · EIN 741904410 · Plan #001
- Total assets
- $14.5M
- Net assets
- $14.5M
- Active participants
- 109
- With balances
- 145
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $34,077 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $15,427 |
| Wellth Advisory Services | Investment advisory (plan), Direct payment from the plan | $12,796 |