AUMdb

Energy Federation, Inc. Savings Plan

Sponsored by The Energy Federation, Inc. · EIN 042790398 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Twelve Points Wealth Management Llc CRD 171107 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Twelve Points Wealth Management Ll Investment advisory (plan) $20,702
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $14,240