Emcor Securities, Inc. 401(k) Plan
Sponsored by Emcor Securities, Inc. · EIN 133419711 · Plan #003
- Total assets
- —
- Net assets
- —
- Active participants
- 4
- With balances
- 4
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 |
|---|---|---|
| Roehl & Yi Investment Advisors, Llc CRD 109258 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Roehl & Yi Investment Advisors | Investment advisory (participants) | $9,841 |