Emery Sapp 401(k) Plan
Sponsored by Emery Sapp Construction, Inc. · EIN 522144296 · Plan #001
- Total assets
- $87.5M
- Net assets
- $87.5M
- Active participants
- 2,517
- With balances
- 1,507
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $119,968 |
| Captrust Financial Advisors | Investment advisory (participants), Investment advisory (plan) | $107,113 |
| Sfw Partners, Llc | Accounting | $20,000 |