AUMdb

Eliot Community Human Services, Inc. 401(k) Plan

Sponsored by Eliot Community Human Services, Inc. · EIN 042316924 · Plan #002

Total assets
$41.0M
Net assets
$41.0M
Active participants
1,999
With balances
1,169

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Ins Co Of America Recordkeeping fees $99,884
Commonwealth Equity Services Investment advisory (plan), Other fees $44,145
Global Retirement Partners Llc Investment advisory (plan) $42,278