AUMdb

Eclaro International, Inc.401(k) Profit Sharing Plan And Trust

Sponsored by Eclaro International, Inc. · EIN 731703199 · Plan #002

Total assets
$6.6M
Net assets
$6.5M
Active participants
1,588
With balances
361

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $42,066
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan), Direct payment from the plan, Consulting (pension) $24,800
Orenda Retirement, Llc Other services, Other fees, Contract administrator $18,155