AUMdb

Eastern Propane 401(k) Plan

Sponsored by Eastern Propane Gas, Inc. · EIN 042125425 · Plan #001

Total assets
$77.0M
Net assets
$77.0M
Active participants
474
With balances
586

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
Commonwealth Equity Services, Llc CRD 8032 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $126,972
Commonwealth Equity Services Llc Db Investment advisory (plan) $25,000
Caron & Bletzer, Pllc Accounting $8,000