Integrative Emergency Services, Llc 401(k) Plan
Sponsored by Integrative Emergency Services, Llc · EIN 611778177 · Plan #001
- Total assets
- $108M
- Net assets
- $108M
- Active participants
- 982
- With balances
- 1,151
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc | Investment advisory (plan) | $93,333 |
| Empower Annuity Insurance Company O | Recordkeeping, Participant loan processing, Direct payment from the plan | $70,548 |
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $10,646 |
| Creative Planning Holdco Llc | Investment advisory (plan) | $1,551 |
| Charles Schwab & Co., Inc | Securities brokerage | $0 |