AUMdb

Emanate Health Retirement Plan

Sponsored by Emanate Health · EIN 953885523 · Plan #002

Total assets
$418M
Net assets
$418M
Active participants
3,659
With balances
3,941

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account

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
Lincoln National Corporation Contract administrator $512,578
Morgan Stanley Graystone Consulting Investment advisory (plan) $34,377
Holthouse Carlin & Van Trigt Llp Accounting $5,955