AUMdb

Ecore International 401(k) Plan

Sponsored by Ecore International · EIN 232562001 · Plan #003

Total assets
$39.3M
Net assets
$39.3M
Active participants
660
With balances
752

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 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $135,139
Empower Annuity Ins Co. Of America Recordkeeping fees $44,211
Commonwealth Equity Services Llc Investment advisory (plan), Other fees $35,966
Pa Retirement Solutions, Inc. Contract administrator, Other services, Other fees $6,720
Empower Advisory Group, Llc Investment management $4,783