AUMdb

Emory Valley Center Employee Retirement Plan

Sponsored by Emory Valley Center · EIN 620762198 · Plan #001

Total assets
$4.1M
Net assets
$4.1M
Active participants
356
With balances
138

Plan year beginning 07/01/2024

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
Ascensus Llc Recordkeeping, Insurance services, Participant loan processing $13,057
The Trust Company Of Tennessee Contract administrator, Custodial (securities), Participant loan processing $12,752
Empower Annuity Ins Co Of America Recordkeeping fees $320