Esi 401 K Plan
Sponsored by Estech Systems, Inc. · EIN 752197449 · Plan #001 · Plano, TX
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 84
- With balances
- 101
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 |
|---|---|---|
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Baker Tilly Us Llp | Accounting | $17,452 |
| Empower Annuity Insurance Company | Recordkeeping fees | $4,346 |
| Envestnet Retirement Solutions Llc | Investment advisory (plan) | $2,073 |