AUMdb

Encino Energy 401(k) Plan

Sponsored by Encino Energy, Llc · EIN 453116892 · Plan #001

Total assets
$52.7M
Net assets
$52.7M
Active participants
270
With balances
346

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $25,609
Weaver And Tidwell, Llp Accounting $11,160
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$9,063