Emily's List 401(k) Retirement Plan
Sponsored by Emily's List · EIN 521391360 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 111
- With balances
- 255
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 |
|---|---|---|
| Collective Wealth Partners, Llc CRD 317519 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Collective Wealth Partners | Investment advisory (plan), Direct payment from the plan | $23,974 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $23,195 |
| Grid 202 Partners | Investment advisory (plan), Direct payment from the plan | $9,733 |