Charge Epc Retirement Trust
Sponsored by Veteran Pipeline Construction Inc. · EIN 272556492 · Plan #001
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 471
- With balances
- 199
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (plan), Direct payment from the plan | $23,501 |
| Principle Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $21,091 |
| Ascensus | Contract administrator, Direct payment from the plan, Other services | $380 |
| Raymond James Insurance Group Inc | Other services, Other commissions | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |