AUMdb

Emergycare 403(b) Plan

Sponsored by Emergycare, Inc. · EIN 251430922 · Plan #003

Total assets
$7.5M
Net assets
$7.5M
Active participants
257
With balances
249

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 fuzzy_auto · 97% 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
Definiti, Llc Contract administrator $10,375
Global Retirment Partners Llc Investment advisory (plan) $7,120
Empower Advisory Group, Llc Investment management $4,139
Empower Annuity Insurance Co Of Ame Recordkeeping fees $0