Estis Compression, Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Estis Compression, Llc · EIN 010713493 · Plan #001
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 320
- With balances
- 228
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Lockton Investment Advisors, Llc CRD 144133 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment management, Shareholder servicing fees | $57,950 |
| Nationwide | Investment management, Shareholder servicing fees | $57,229 |
| Proaccount | Investment advisory (participants) | $30,574 |
| Lockton Investment Advisors, Llc | Investment management, Shareholder servicing fees | $18,043 |
| Nationwide | Investment management, Shareholder servicing fees | $6,439 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $1,608 |