Service Energy, Llc Combined Profit Sharing Plan
Sponsored by Service Energy, Llc · EIN 510328304 · Plan #004
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 267
- With balances
- 108
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 |
|---|---|---|
| Capital Management Services, Inc. CRD 118260 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $53,844 |
| Capital Management Services Inc. | Investment advisory (plan), Other fees | $0 |