AUMdb

Energy Systems Group, Llc 401(k) Plan

Sponsored by Energy Systems Group, Llc · EIN 352017952 · Plan #002

Total assets
$62.6M
Net assets
$62.6M
Active participants
307
With balances
371

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
Voya Retirement Insurance & Annuity Investment advisory (participants), Recordkeeping fees $34,678
Creative Planning Hold Co, Llc Other fees $0