Emery & Sons Construction Group, Llc Retirement And Savings Plan
Sponsored by Emery & Sons Construction Group, Llc · EIN 830966301 · Plan #002
- Total assets
- $32.6M
- Net assets
- $32.6M
- Active participants
- 220
- With balances
- 256
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sloy, Dahl & Holst, Llc CRD 110102 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sloy Dahl & Holst | Investment advisory (plan), Direct payment from the plan, Investment advisory (participants) | $26,097 |
| Spectrum Pension Consultants, Inc. | Participant loan processing, Recordkeeping fees, Recordkeeping | $17,166 |