AUMdb

Integral Systems, Inc. And Subsidiaries Retirement Plans

Sponsored by Kratos Integral Holdings Llc · EIN 453455455 · Plan #001

Total assets
$194M
Net assets
$194M
Active participants
229
With balances
415

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 Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sageview Advisory Group, Llc Investment advisory (plan) $71,948
Empower Annuity Insurance Company O Recordkeeping fees, Direct payment from the plan, Recordkeeping $21,061
Jgd & Associates Llp Accounting $12,000