AUMdb

E.B.S. 401 K Plan

Sponsored by Ernest Bock & Sons, Inc. · EIN 231730606 · Plan #001

Total assets
$5.3M
Net assets
$5.3M
Active participants
149
With balances
145

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

Linked investment advisers

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

Firm Match Plan year
Equitable Advisors, Llc CRD 6627 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Equitable Advisors Investment advisory (participants) $19,515
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $458