AUMdb

Emi 401(k) Plan

Sponsored by Techflow Mission Support, Llc Dba Emi Services · EIN 460976793 · Plan #001

Total assets
$23.0M
Net assets
$23.0M
Active participants
289
With balances
411

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
Ascent Retirement Advisors, Llc CRD 325385 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
Ascent Retirement Advisors Llc Investment advisory (plan) $52,572
Empower Annuity Insurance Company O Recordkeeping fees $44,991
Empower Advisory Group, Llc Investment management $12,342
Cooper Norman Cpa's & Buisness Advi Accounting $394