AUMdb

E3 Environmental 401(k) Plan

Sponsored by Enhanced Environmental & Emergency Services, Inc. Dba E3 Environmental · EIN 465013230 · Plan #001

Total assets
$7.4M
Net assets
$7.4M
Active participants
334
With balances
194

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
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ubs Financial Services Inc Investment advisory (plan) $20,366
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $4,489