AUMdb

Earth Sun Moon Trading Company 401 K Profit Sharing Plan And Trust

Sponsored by Earth Sun Moon Trading Company · EIN 232923538 · Plan #001

Total assets
$10.0M
Net assets
$10.0M
Active participants
172
With balances
118

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Kestra Investment Services Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $14,418
Baker Tilly Vantagen, Llc Consulting (pension), Direct payment from the plan $7,179
Capital Research And Management Com Contract administrator, Recordkeeping, Direct payment from the plan $4,575