AUMdb

Eni Us Operating Co. Inc. Savings And Investment Plan

Sponsored by Eni Us Operating Co. Inc. · EIN 870715446 · Plan #001

Total assets
$112M
Net assets
$112M
Active participants
207
With balances
364

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
B. Riley Wealth Advisors, Inc. CRD 115927 deterministic · 100% 2024
Fisher Asset Management, Llc CRD 107342 deterministic · 100% 2024
Timberchase Financial, Llc CRD 131205 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
B Riley Wealth Advisors Inc Investment management, Direct payment from the plan $173,145
Schwab Retirement Plan Services Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $49,028
Stovall Grandey And Allen Llp Accounting, Direct payment from the plan $15,000
Fisher Investments Investment advisory (participants), Direct payment from the plan $6,000
Timberchase Financial Llc Investment advisory (participants), Direct payment from the plan $5,861
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Shareholder servicing fees $426