Energage Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Energage, Llc · EIN 208156907 · Plan #001
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 136
- With balances
- 203
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 |
|---|---|---|
| Wealth Advisors Group, Llc CRD 291648 | fuzzy_auto · 98% | 2024 |
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 | $36,801 |
| Wealth Advisory Group Inc | Investment advisory (plan) | $31,944 |
| Baker Tilly Us, Llp | Accounting | $16,065 |