AUMdb

Englefield, Inc. Savings And Retirement 401(k) Plan

Sponsored by Englefield, Inc. · EIN 311248972 · Plan #001

Total assets
$16.0M
Net assets
$16.0M
Active participants
609
With balances
239

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $37,890
Lpl Financial Recordkeeping, Trustee (institutional), Other services $26,731
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0