All Energy Solar Retirement Plan
Sponsored by All Energy Solar, Inc. · EIN 272103755 · Plan #001
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 211
- With balances
- 186
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $25,841 |
| Commonwealth Financial Network | Investment advisory (plan) | $19,537 |
| Tax Sheltered Compensation, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,400 |