AUMdb

Eta Engineering, Inc. Employee Stock Ownership And 401(k) Plan

Sponsored by Eta Engineering, Inc. · EIN 351474439 · Plan #002

Total assets
Net assets
Active participants
51
With balances
90

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
Arena Wealth Management Llc CRD 326631 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Arena Wealth Management Llc Investment advisory (participants) $17,389
John Hancock Usa Recordkeeping, Investment management, Sub-transfer agency fees $622