AUMdb

The Essex Group Inc. 401 K Profit Sharing Plan & Trust

Sponsored by The Essex Group Inc. · EIN 042557391 · Plan #001

Total assets
$4.6M
Net assets
$4.6M
Active participants
1,002
With balances
120

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Gail Wakefield Key Consulting Recordkeeping, Consulting (general), Consulting (pension) $27,601
Benefit Plans Admin Services Inc Recordkeeping, Custodial (securities), Trustee (institutional) $26,934