AUMdb

National Employee Management Resources Retirement Savings Plan

Sponsored by National Employee Management Resources, Llc · EIN 223642079 · Plan #001

Total assets
$19.7M
Net assets
$19.7M
Active participants
537
With balances
396

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
Hfm Investment Advisors, Llc CRD 289103 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Hfm Investment Advisors Llc Investment advisory (plan) $65,758
Empower Annuity Ins Co Of America Recordkeeping fees $61,192
Ascensus Holdings Inc Contract administrator $39,379
Baratz & Associates Other fees $14,999
Empower Advisory Group Investment management $9,673