University Emergency Medical Services, Inc. Defined Contribution Plan
Sponsored by University Emergency Medical Svcs, Inc. · EIN 161494924 · Plan #001
- Total assets
- $111M
- Net assets
- $111M
- Active participants
- 217
- With balances
- 331
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan) | $21,767 |
| Brock, Schecter And Polakoff, Llp | Accounting | $10,900 |
| Capfinancial Partners | Investment advisory (plan) | $7,500 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $3,093 |