AUMdb

Eac 401(k) Plan

Sponsored by Eac Consulting, Inc. · EIN 650519739 · Plan #001

Total assets
$10.0M
Net assets
$10.0M
Active participants
78
With balances
147

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $36,536
Definiti Llc Contract administrator $4,564
Empower Advisory Group Investment management $3,363
Empower Annuity Insurance Company Recordkeeping fees $1,031