AUMdb

Essintial Enterprise Solutions 401 K Plan

Sponsored by Essintial Enterprise Solutions, Llc · EIN 264786683 · Plan #001

Total assets
$7.0M
Net assets
$7.0M
Active participants
248
With balances
450

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
Creative Financial Advisor Group Llc CRD 322212 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Professional Capital Services Llc Contract administrator, Recordkeeping, Consulting (general) $37,404
Creative Financial Group Investment advisory (plan) $25,505