AUMdb

Empire Merchants North Sales Union 401(k) Plan

Sponsored by Empire Merchants North, Llc · EIN 208448427 · Plan #003

Total assets
$42.7M
Net assets
$42.7M
Active participants
212
With balances
280

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 deterministic · 100% 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 $53,056
Hkmp Accounting, Direct payment from the plan $38,498
Advisor Investments Llc Investment advisory (plan), Direct payment from the plan $35,895