Eppstein Uhen Architects, Inc. 401 K Savings Plan
Sponsored by Eppstein Uhen Architects, Inc. · EIN 391370336 · Plan #001
- Total assets
- $50.8M
- Net assets
- $50.8M
- Active participants
- 265
- With balances
- 308
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 |
|---|---|---|
| Annex Advisory Services, Llc CRD 127987 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Annex Wealth Management | Investment advisory (plan), Investment management fees (direct) | $51,878 |
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $50,227 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |