Encompass Llc 401(k) Profit Sharing Plan
Sponsored by Encompass Llc · EIN 522228651 · Plan #001
- Total assets
- $20.9M
- Net assets
- $20.9M
- Active participants
- 264
- With balances
- 305
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services Llc | Investment advisory (plan) | $30,575 |
| Capital Group Retirement Services | Recordkeeping fees | $16,073 |
| Siegel Actuarial Consulting, Inc. | Contract administrator | $3,050 |