AUMdb

Emergeortho, P.A. Retirement Plan

Sponsored by Emergeortho, P.A. · EIN 561079264 · Plan #001

Total assets
$214M
Net assets
$214M
Active participants
1,014
With balances
1,899

Plan year beginning 01/01/2024 · 401(k)

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
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $121,784
Forvis Accounting $44,291