Easter Seals Tristate Llc 401(k) Retirement Plan
Sponsored by Easter Seals Tristate Llc · EIN 310873433 · Plan #002
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 625
- With balances
- 403
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 |
|---|---|---|
| Truepoint, Inc. CRD 105664 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $74,646 |
| Truepoint Inc | Investment advisory (plan) | $44,826 |
| Schneider Male & Strakowski | Contract administrator | $4,588 |
| Empower Advisory Group, Llc | Investment management | $1,843 |