Esi Holdings, Inc. 401(k) Plan
Sponsored by Esi Holdings, Inc. · EIN 861432724 · Plan #001
- Total assets
- $47.1M
- Net assets
- $47.1M
- Active participants
- 1,112
- With balances
- 1,148
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 · 95% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D. Jones & Co. | Investment advisory (participants) | $75,151 |
| Benefits2 Administrators Llc | Contract administrator | $44,982 |
| John Hancock Life Insurance Co. | Recordkeeping, Investment management, Sub-transfer agency fees | $33,353 |
| Wilshire Associates Inc (Usa) | Investment advisory (participants) | $8,282 |
| Creative Planning | Investment advisory (participants) | $7,669 |