Ethosenergy (West), Inc. Plan
Sponsored by Ethosenergy Gts Holdings (Us), Llc · EIN 760466008 · Plan #003
- Total assets
- $44.3M
- Net assets
- $44.3M
- Active participants
- 243
- With balances
- 341
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (participants), Investment advisory (plan) | $21,843 |
| Whittlesey Pc | Accounting | $15,500 |
| Crowe Llp | Accounting | $14,250 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $13,795 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$600 |