Employer Services Corporation's 401(k) Retirement Plan
Sponsored by Employer Services Corporation · EIN 161479373 · Plan #003
- Total assets
- $134M
- Net assets
- $134M
- Active participants
- 3,039
- With balances
- 2,486
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 |
|---|---|---|
| Dopkins Wealth Management, Llc CRD 124209 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance Ny | Recordkeeping fees | $527,016 |
| Dopkins Wealth Management | Investment advisory (plan) | $199,483 |
| Pinnacle Financial Services, Inc. | Contract administrator | $146,313 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $89,060 |
| Dopkins Wealth Management Llc | Investment advisory (plan) | $37,664 |
| 360 Payroll Integration Corp | Other fees | $14,061 |
| Pinnacle Financial Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,212 |