Eseclending Retirement Savings Plan
Sponsored by Securities Finance Trust Company · EIN 463307340 · Plan #001
- Total assets
- $18.5M
- Net assets
- $18.5M
- Active participants
- 100
- With balances
- 124
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 |
|---|---|---|
| Pinnacle Pension Consultants Llc CRD 133442 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pinnacle Pension Consultants Llc | Investment advisory (plan) | $20,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$4,586 |