Energy Experts International 401(k) Profit Sharing Plan & Trust
Sponsored by Energy Experts International · EIN 943335277 · Plan #002
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 122
- With balances
- 205
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 |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $23,030 |
| Morgan Stanley Global Banking Opera | Investment advisory (participants) | $20,648 |