E & E 401(k) & Profit Sharing Plan
Sponsored by E & E Co., Ltd · EIN 943208058 · Plan #001
- Total assets
- $39.7M
- Net assets
- $39.7M
- Active participants
- 214
- With balances
- 265
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research. | Investment advisory (plan), Direct payment from the plan | $35,000 |
| Ascensus Llc | Other commissions, Recordkeeping fees, Participant loan processing | $26,118 |
| Somyns, Smith, Mccleary & Deaver Ll | Accounting, Direct payment from the plan | $7,500 |
| Csm&D | Accounting, Direct payment from the plan | $7,500 |