Entwistle Company Employee 401(k) Savings Plan
Sponsored by The Entwistle Company · EIN 050271701 · Plan #002
- Total assets
- $20.0M
- Net assets
- $20.0M
- Active participants
- 144
- With balances
- 153
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 Inv. Inst. Op. Co., Inc. | Participant loan processing, Recordkeeping fees, Account maintenance fees | $2,038 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $182 |