AUMdb

Emerson School Defined Contribution And Tax Deferred Annuity Retirement Plan

Sponsored by Emerson School · EIN 237442766 · Plan #002

Total assets
$18.9M
Net assets
$18.9M
Active participants
92
With balances
143

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
Bank Of Ann Arbor Consulting (general) $14,055
Tiaa Recordkeeping $13,006