Emerge Community Development 403(b) Plan
Sponsored by Emerge Community Development · EIN 411277423 · Plan #001
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 146
- With balances
- 109
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Intellicents Inc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $14,887 |
| Alerus Financial, N.A. | Recordkeeping, Custodial (securities), Trustee (institutional) | $9,878 |
| Charles Schwab Bank | Custodial (securities), Investment management, Investment management fees (indirect) | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |