AUMdb

E78 Partners Llc 401(k) Plan

Sponsored by Element 78 Partners, Llc · EIN 830824413 · Plan #002

Total assets
$32.7M
Net assets
$32.7M
Active participants
316
With balances
424

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
Retirement Plan Fiduciaries, Llc CRD 161137 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Retirement Plan Fiduciaries, Llc Plan administrator, Investment management, Named fiduciary $121,304
Adp, Inc. Recordkeeping, Trustee (individual) $12,398
Peggy S. Edge, Cpa, Llc Accounting $9,000