AUMdb

Emergency Technology, Inc. 401(k) And Employee Stock Ownership Plan

Sponsored by Emergency Technology, Inc. · EIN 382739208 · Plan #001

Total assets
$79.2M
Net assets
$79.2M
Active participants
444
With balances
503

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024
Rockefeller Financial Llc CRD 291361 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Prairie Capital Advisors Valuation, Direct payment from the plan $40,312
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $37,615
Rockefeller Capital Management Investment advisory (plan), Direct payment from the plan $36,037
Merrill Lynch Pierce Fenner & Smith Consulting (pension), Investment advisory (plan), Direct payment from the plan $18,125