Employees' Incentive Savings Plan Of Emigrant Bank
Sponsored by Emigrant Bank · EIN 651128000 · Plan #002
- Total assets
- $162M
- Net assets
- $162M
- Active participants
- 485
- With balances
- 605
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 |
|---|---|---|
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cerity Partners Retirement Services | Investment advisory (participants), Investment advisory (plan) | $140,860 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $15,534 |