AUMdb

Employers Resource 401(k) Plan

Sponsored by Employers Resource · EIN 330688056 · Plan #002

Total assets
$19.3M
Net assets
$19.3M
Active participants
920
With balances
242

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
Transamerica Financial Life Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $114,575
Nfp Retirement Inc Investment advisory (plan), Investment management fees (direct) $43,861
Farber Hass Hurley Llp Accounting, Direct payment from the plan $40,000