Energy Management Collaborative 401 (K) Plan
Sponsored by Energy Management Collaborative, Llc · EIN 200029039 · Plan #001
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 197
- With balances
- 263
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 |
|---|---|---|
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $72,063 |
| Merrill Lynch | Investment advisory (plan) | $44,021 |
| Tax Sheltered Compensation, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,152 |