Enterprise Select Pooled Employer Plan
Sponsored by Plan Fiduciary Services, Inc. · EIN 273523833 · Plan #009
- Total assets
- $76.5M
- Net assets
- $76.5M
- Active participants
- 3,880
- With balances
- 3,147
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Resource Investment Advisors, Ll | Other fees | $35,483 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $14,127 |
| Pfs Investments Inc | Other commissions | $0 |
| American Pension Services, Llc | Other services | $0 |
| Massachusetts Mutual Life Insurance | Other fees | $0 |
| Brighton Jones, Llc | Other fees | $0 |
| Lpl Financial Corporation | Other commissions | $0 |
| Morgan Stanley Smith Barney Llc | Other commissions | $0 |
| Cetera Investment Advisers Llc | Other fees | $0 |