Etna Shared Services 401(k) & Profit Sharing Plan
Sponsored by Etna Shared Services, Llc · EIN 201951356 · Plan #001
- Total assets
- $41.6M
- Net assets
- $41.6M
- Active participants
- 559
- With balances
- 622
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Rockefeller Financial Llc CRD 291361 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $91,647 |
| Rockefeller Capital Management | Investment advisory (plan), Direct payment from the plan | $32,988 |
| Brickley Delong | Accounting, Direct payment from the plan | $12,740 |
| Merrill Lynch Pierce Fenner & Smith | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $11,905 |