AUMdb

E Mortgage Funding, Llc 401(k) Profit Sharing Plan

Sponsored by E Mortgage Funding, Llc · EIN 462337736 · Plan #001

Total assets
$1.9M
Net assets
$1.9M
Active participants
226
With balances
341

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $1,569
Merrill Lynch Pierce Fenner & Smith Investment management fees (indirect), Sub-transfer agency fees $0
Adp Broker Dealer Other services, Other fees $0