Eggleston Services 401(k) Plan
Sponsored by Louise W. Eggleston Center, Inc. · EIN 540602238 · Plan #003
- Total assets
- $1.5M
- Net assets
- $1.5M
- Active participants
- 90
- With balances
- 142
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 |
|---|---|---|
| Truist Financial Corporation | Investment advisory (plan), Investment management fees (direct) | $5,436 |
| Pbmares, Llp | Direct payment from the plan, Sub-transfer agency fees | $1,615 |
| Capital Group Retirement Plan Servi | Recordkeeping, Direct payment from the plan, Distribution (12b-1) fees | $550 |