Ecigroup Employee Stock Ownership Plan
Sponsored by Ecigroup · EIN 251677700 · Plan #004
- Total assets
- $5.8M
- Net assets
- $5.6M
- Active participants
- 167
- With balances
- 258
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fox Rothschild Llp | Legal | $40,000 |
| Conrad Siegel | Recordkeeping, Consulting (general), Participant communication | $21,983 |
| Edward D. Jones & Co., Lp | Investment advisory (plan), Investment management | $12,521 |
| Value Management Inc | Valuation | $7,662 |