E & F Management, Llc 401(k) Plan
Sponsored by E & F Management, Llc · EIN 873527373 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 201
- With balances
- 254
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
| Millennium Investment Services CRD 108744 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors Inc. | Investment advisory (participants) | $28,098 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $4,238 |
| Millennium Investment And Ret | Investment advisory (participants) | $3,313 |