Emergent Health Partners 403(b) Retirement Plan
Sponsored by Emergent Health Partners · EIN 452579119 · Plan #001
- Total assets
- $59.4M
- Net assets
- $59.4M
- Active participants
- 1,030
- With balances
- 1,124
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $58,994 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $58,546 |
| Sortino Advisory Partners, Llc | Investment advisory (plan), Direct payment from the plan | $27,000 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |