AUMdb

Erica Lane Enterprises, Inc. Union Employees 401(k) Plan

Sponsored by Erica Lane Enterprises, Inc. · EIN 582350718 · Plan #002

Total assets
$4.0M
Net assets
$4.0M
Active participants
229
With balances
248

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
Keel Point Capital Llc Investment advisory (plan) $10,612
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $2,588