AUMdb

Extended Service Corporation 401(k) Plan

Sponsored by Extended Service Corp. · EIN 541231849 · Plan #002

Total assets
$17.1M
Net assets
$17.0M
Active participants
362
With balances
229

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
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Other commissions, Recordkeeping fees, Participant loan processing $25,829
Osaic Wealth Investment advisory (plan), Direct payment from the plan $12,895