Charleston Ent Associates, Llc Profit Sharing Plan
Sponsored by Charleston Ent Associates, Llc · EIN 582281023 · Plan #001
- Total assets
- $48.8M
- Net assets
- $48.8M
- Active participants
- 318
- With balances
- 354
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 |
|---|---|---|
| Wells Fargo Advisors Financial Network, Llc CRD 11025 | fuzzy_auto · 96% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Fin Network Ll | Investment advisory (plan) | $52,213 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $35,594 |
| Envestnet Retirement Solutions, Llc | Other fees | $9,080 |
| Qualified Retirement Plan Services, | Contract administrator | $5,868 |
| Empower Advisory Group, Llc | Investment management | $4,227 |