Enervest Employee Services, Llc 401(k) Savings Plan
Sponsored by Enervest Employee Services, Llc · EIN 471632874 · Plan #001
- Total assets
- $166M
- Net assets
- $166M
- Active participants
- 326
- With balances
- 766
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 |
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $110,909 |
| Morgan Stanley | Investment advisory (plan) | $59,984 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $34,334 |