Employee Owned Holdings, Inc. 401(k) Ps Plan
Sponsored by Employee Owned Holdings, Inc. · EIN 208026834 · Plan #002
- Total assets
- $37.7M
- Net assets
- $37.7M
- Active participants
- 349
- With balances
- 389
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 |
|---|---|---|
| Merrill Lynch Retirement & Benefit | Investment advisory (plan), Direct payment from the plan | $63,678 |
| Ascensus Llc | Participant loan processing, Other fees, Recordkeeping fees | $39,343 |