Esp Management, Llc 401 K Profit Sharing Plan
Sponsored by Katzen Medical Associates, P.C. · EIN 522000021 · Plan #001
- Total assets
- $81.4M
- Net assets
- $81.4M
- Active participants
- 1,616
- With balances
- 1,978
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 |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $143,348 |
| Creative Planning Hold Co, Llc | Other fees | $0 |