Education Minnesota Employee's Savings And Retirement Plan
Sponsored by Education Minnesota · EIN 411916882 · Plan #002
- Total assets
- $40.8M
- Net assets
- $40.8M
- Active participants
- 159
- With balances
- 169
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $59,061 |
| Harrington Langer & Associates | Accounting, Direct payment from the plan | $7,775 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $27 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |