Ejot Atf, Lp Wellness & Savings Plan
Sponsored by Ejot Atf, Lp · EIN 363176753 · Plan #002
- Total assets
- $27.7M
- Net assets
- $27.7M
- Active participants
- 319
- With balances
- 351
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 |
|---|---|---|
| Spectrum Investment Advisors, Inc. CRD 108669 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $76,676 |
| Spectrum Investment Adv | Investment advisory (plan), Direct payment from the plan | $70,827 |