Eagle Seven Holdings, Lp 401(k) Plan & Trust
Sponsored by Eagle Seven · EIN 273706077 · Plan #001
- Total assets
- $30.6M
- Net assets
- $30.6M
- Active participants
- 119
- With balances
- 145
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc. | Investment advisory (plan), Direct payment from the plan | $52,505 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $10,415 |