Ethan Allen Hr Services Retirement Savings Plan
Sponsored by Staff Line, Inc. Dba Ethan Allen Hr Services · EIN 141751414 · Plan #333
- Total assets
- $48.4M
- Net assets
- $48.4M
- Active participants
- 1,234
- With balances
- 770
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $173,451 |
| Lpl Financial | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $30,016 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed), Participant loan processing | $9,809 |