AUMdb

Envases Commerce Llc 401(k) Profit Sharing Plan And Trust

Sponsored by Envases Commerce Llc · EIN 853315355 · Plan #002

Total assets
$3.2M
Net assets
$3.2M
Active participants
200
With balances
236

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
Ubs Financial Services Inc. CRD 8174 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 O Recordkeeping fees $15,118
Ubs Financial Services Inc Investment advisory (plan) $7,652
360 Payroll Integration Corp Other fees $1,675
Empower Advisory Group, Llc Investment management $228