Endress+Hauser Inc. Employees 401 K/Retirement Savings Plan
Sponsored by Endress+Hauser Inc. · EIN 351315726 · Plan #001
- Total assets
- $159M
- Net assets
- $159M
- Active participants
- 983
- With balances
- 1,234
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 |
|---|---|---|
| Pronvest, Llc Dba Future Capital CRD 119081 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Future Capital | Investment advisory (participants), Direct payment from the plan, Investment management fees (direct) | $31,621 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $6,677 |
| Onedigital Investment Advsrs | Consulting (general), Consulting fees | $0 |