Es Llc 401(k) Plan
Sponsored by Es, Llc · EIN 651070300 · Plan #002
- Total assets
- $1.7M
- Net assets
- $1.7M
- Active participants
- 393
- With balances
- 319
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Direct payment from the plan, Recordkeeping | $42,793 |
| Raymond James & Associates | Investment advisory (plan), Direct payment from the plan | $10,101 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $1.7M | 393 | ack 20260622134102NAL0004794723001 |
| 01/01/2021 | $1.9M | 961 | ack 20250915114235NAL0000673411001 |