Ethosenergy Pension Plan For Union Employees
Sponsored by Ethosenergy, Gts Holdings Us, Llc · EIN 760466008 · Plan #002
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 20
- With balances
- 0
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 |
|---|---|---|
| Burgess Chambers & Associates Inc CRD 110164 | fuzzy_auto · 95% | 2024 |
| Richmond Capital Management Inc CRD 104636 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Definiti Llc | Actuarial | $95,033 |
| Burgess Chambers & Assoc Inc | Investment advisory (plan) | $36,380 |
| Richmond Capital Management Inc | Investment advisory (plan) | $9,057 |