AUMdb

Emprise Corporation 401(k) Profit Sharing Plan

Sponsored by Emprise Corporation · EIN 311257326 · Plan #001

Total assets
$13.7M
Net assets
$13.7M
Active participants
165
With balances
184

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $40,276
Excel Wealth Management, Llc Recordkeeping, Trustee (institutional), Other services $31,773
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0