Enbi 401(k) Plan
Sponsored by Enbi Rochester, Inc. · EIN 161140044 · Plan #001 · Rochester, NY
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 115
- With balances
- 140
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 |
|---|---|---|
| Sage, Rutty & Co., Inc. CRD 3254 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sage Rutty & Company Inc | Investment advisory (plan) | $19,540 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $10,824 |