Ega Money Purchase Pension Plan
Sponsored by Evergreen Shipping Agency (America) Corporation · EIN 133373601 · Plan #004
- Total assets
- $119M
- Net assets
- $119M
- Active participants
- 351
- With balances
- 561
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 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 |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $87,700 |
| Empower Advisory Group, Llc | Investment management | $38,564 |
| Evergreen Shipping Agency (America) | Other fees | $9,000 |
| Qdro Consultants Company, Llc | Consulting (general) | $300 |