Conestoga Energy Partners Llc Employees Savings Trust
Sponsored by Conestoga Energy Partners Llc · EIN 205135682 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 273
- With balances
- 314
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 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 |
|---|---|---|
| Edward D Jones & Co Lp | Investment advisory (plan) | $22,812 |
| Empower Advisory Group, Llc | Investment management | $17,676 |
| Empower Annuity Insurance Company | Recordkeeping fees | $8,972 |
| Morningstar Inc Dba Morningstar Ass | Other fees | $1,519 |