Emerson Health System Retirement Savings Plan
Sponsored by Emerson Health System, Inc. · EIN 042770977 · Plan #006
- Total assets
- $183M
- Net assets
- $183M
- Active participants
- 2,515
- With balances
- 2,339
Plan year beginning 01/01/2024 · Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $166,651 |
| Captrustfinancialpartnersllc | Investment advisory (participants) | $29,964 |
| Ej Callahan | Accounting | $12,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,216 |