AUMdb

Andy J. Egan Company Inc. Employees 401 K Profit Sharing Plan

Sponsored by Andy J. Egan Company, Inc. · EIN 380512360 · Plan #001

Total assets
$21.8M
Net assets
$21.8M
Active participants
133
With balances
133

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lpl Financial Llc Rpcp Investment advisory (participants) $49,853
Doeren Mayhew Recordkeeping, Participant loan processing, Sales loads $7,280
John Hancock Usa Recordkeeping, Investment management, Sub-transfer agency fees $210