Ea Engineering, Science, And Technology, Inc., Pbc Savings And Retirement Plan
Sponsored by Ea Engineering, Science, And Technology, Inc., Pbc · EIN 520991911 · Plan #001
- Total assets
- $145M
- Net assets
- $145M
- Active participants
- 839
- With balances
- 1,036
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $75,737 |
| Capfinancial Partners Llc | Investment advisory (plan) | $50,963 |