AUMdb

Emi Industries, Llc 401(k) & Bonus Plan

Sponsored by Emi Acquisition Company Inc. · EIN 992214717 · Plan #002

Total assets
$19.9M
Net assets
$19.9M
Active participants
346
With balances
379

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 96% 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
Capfinancial Partners Llc Dba Captr Investment advisory (plan) $45,573
Empower Annuity Insurance Company O Recordkeeping fees $38,999
Empower Advisory Group, Llc Investment management $4,954