Erving Industries, Inc. 401(k) Plan
Sponsored by Erving Industries, Inc. · EIN 041291330 · Plan #005
- Total assets
- $21.9M
- Net assets
- $21.9M
- Active participants
- 121
- With balances
- 204
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 |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Recordkeeping, Trustee (institutional), Other services | $31,159 |
| Oconnor Davies, | Recordkeeping, Consulting (pension), Direct payment from the plan | $20,600 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan | $1,805 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |