AUMdb

Essence Ventures, Llc 401(k) Plan

Sponsored by Essence Ventures, Llc · EIN 823418584 · Plan #001

Total assets
$8.3M
Net assets
$8.3M
Active participants
163
With balances
246

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
John Hancock Life Insurance Company Recordkeeping $1,690
Wilshire Associates Inc Investment advisory (participants) $1,271