Epsi 403(b) Plan
Sponsored by Enterprise Professional Services, Inc. · EIN 450896436 · Plan #001
- Total assets
- $978K
- Net assets
- $978K
- Active participants
- 251
- With balances
- 263
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $18,270 |
| World Investment Advisors | Investment advisory (plan) | $5,390 |