Ehca 401(k) Retirement Plan
Sponsored by Erie Homes For Children And Adults, Inc. · EIN 250967472 · Plan #002
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 511
- With balances
- 651
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Licoln National Corporation | Participant loan processing, Redemption fees, Other fees | $49,535 |
| M2 B Retirement Consulting, Llc | Participant loan processing, Redemption fees | $17,173 |
| Anchor 3(16) Fiduciary Solutions | Plan administrator, Copying and duplicating, Participant communication | $12,251 |
| Envestnet Retirement Solutions | Investment management, Investment management fees (direct) | $6,884 |