Ebenezer Society 401(k) Profit Sharing Plan
Sponsored by Ebenezer Society · EIN 410706141 · Plan #003
- Total assets
- $64.4M
- Net assets
- $64.4M
- Active participants
- 4,870
- With balances
- 4,497
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $129,177 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $11,825 |