AUMdb

Envirobusiness, Inc. 401(k) Plan

Sponsored by Envirobusiness, Inc. · EIN 043082605 · Plan #001

Total assets
$48.7M
Net assets
$48.6M
Active participants
428
With balances
559

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Lpl Financial Llc CRD 6413 deterministic · 100% 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 $65,499
Strategic Advisors, Inc. Investment advisory (plan) $18,307
Global Retirement Partners Llc Investment advisory (plan) $15,261
Lpl Financial Investment advisory (participants) $8,907