Emergency Groups' Office 401(k) Plan
Sponsored by Ego, Inc. Dba Brault · EIN 954278964 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 221
- With balances
- 269
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 |
|---|---|---|
| Monarch Wealth Strategies CRD 136029 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Monarch Wealth Strategies | Consulting (general), Insurance services, Investment advisory (plan) | $10,851 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $5,955 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $5,828 |