AUMdb

Emergycare Retirement Plan

Sponsored by Emergycare, Inc. · EIN 251430922 · Plan #333

Total assets
$7.7M
Net assets
$7.7M
Active participants
257
With balances
219

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Definiti Llc Contract administrator $8,750
Global Retirement Partners, Llc Investment advisory (plan) $7,389
Empower Advisory Group Llc Investment management $3,340
Empower Annuity Insurance Co Of Ame Recordkeeping fees $0