Ies Holdings, Inc Retirement Savings Plan
Sponsored by Ies Holdings, Inc Retirement Savings Plan · EIN 760542208 · Plan #001
- Total assets
- $234M
- Net assets
- $233M
- Active participants
- 9,988
- With balances
- 4,885
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Institutional Plan Services | Recordkeeping, Employee (plan), Participant loan processing | $219,489 |
| Voya Retirement Advisors | Investment advisory (participants) | $66,453 |
| Morgan Stanley | Investment advisory (participants) | $50,000 |
| Frazier & Deeter | Accounting | $15,000 |