Grumman/Butkus Associates, Ltd. Employee 401(k) Plan
Sponsored by Enercon, Ltd. · EIN 362768271 · Plan #001
- Total assets
- $60.9M
- Net assets
- $60.9M
- Active participants
- 146
- With balances
- 185
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliance Pension Consultants, Llc | Recordkeeping, Consulting (general) | $18,276 |
| National Financial Partners | Investment advisory (plan) | $16,429 |
| Porte Brown Llc | Accounting | $14,100 |
| Charles Schwab & Co., Inc. | Custodial (other) | $184 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |