Engagesmart, Inc. 401(k) Retirement Plan
Sponsored by Engagesmart, Inc. · EIN 832785225 · Plan #001
- Total assets
- $51.8M
- Net assets
- $51.8M
- Active participants
- 938
- With balances
- 1,140
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $98,688 |
| Caron & Bletzer, Pllc | Accounting | $8,450 |