Eei Pension Program
Sponsored by Ecumenical Enterprises, Inc. · EIN 231714246 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 228
- With balances
- 109
Plan year beginning 07/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Cambridge Investments, Llc CRD 174460 | fuzzy_auto · 94% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Investment management | $16,205 |
| Lpl Financial | Investment management | $7,509 |
| Cambridge Investment Group | Investment advisory (plan) | $2,500 |
| Empower Advisory Group, Ll | Investment management | $399 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $120 |
| Cardinal Pension Group, Inc | Contract administrator | $0 |