Aera Energy Services Company Cash Balance Plan
Sponsored by Aera Energy Services Company · EIN 770456453 · Plan #001
- Total assets
- $355M
- Net assets
- $348M
- Active participants
- 609
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ifp Advisors, Llc CRD 125112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Management Trust Co | Consulting (pension), Direct payment from the plan, Trustee (institutional) | $1,042,844 |
| Independent Financial Partners | Investment advisory (plan), Direct payment from the plan | $68,209 |
| Bdo Usa Llp | Accounting, Direct payment from the plan | $24,669 |