AUMdb

Empire Merchants North 401(k) Plan

Sponsored by Empire Merchants North, Llc · EIN 208448427 · Plan #001

Total assets
$48.5M
Net assets
$48.5M
Active participants
207
With balances
317

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
Diversified Investment Strategies, Llc CRD 142202 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $50,500
Advisor Ivestments Llc Investment advisory (plan), Direct payment from the plan $40,311