Emeritus Institute Of Management, Inc. Retirement Plan
Sponsored by Emeritus Institute Of Management, Inc. · EIN 831356339 · Plan #001
- Total assets
- $11.7M
- Net assets
- $11.7M
- Active participants
- 138
- With balances
- 209
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 |
|---|---|---|
| Cary Street Partners Investment Advisory Llc CRD 128545 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $37,191 |
| Cary Street Partners Investment | Investment advisory (plan) | $22,000 |
| Meadows Urquhart Acree & Cook, Llp | Accounting | $9,936 |