Team Ejp 401(k) Retirement Savings Plan
Sponsored by Everett J. Prescott, Inc. · EIN 010247432 · Plan #002
- Total assets
- $30.2M
- Net assets
- $30.2M
- Active participants
- 322
- With balances
- 420
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 |
|---|---|---|
| Merrill Lynch Eps | Investment advisory (participants) | $42,906 |
| Merrill Lynch Fas | Investment advisory (participants) | $28,604 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $3,472 |