AUMdb

Chesapeake Energy Corporation Savings And Incentive Stock Bonus Plan

Sponsored by Expand Energy Corporation · EIN 731395733 · Plan #001

Total assets
$640M
Net assets
$640M
Active participants
1,742
With balances
3,572

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
Financial Avengers, Inc. CRD 119636 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Financial Engines Investment advisory (plan) $113,772
Mercer Consulting (general) $91,500
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $62,251