AUMdb

Emirates Retirement Savings Plan

Sponsored by Emirates Usa · EIN 980156351 · Plan #001

Total assets
$48.1M
Net assets
$48.1M
Active participants
302
With balances
411

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
Bg Wealth Advisory, Llc CRD 164471 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Bgw Wealth Advisors Llc Investment advisory (plan) $48,516
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $23,211