Ion Financial, Mhc 401 K Plan
Sponsored by Ion Financial, Mhc · EIN 571223365 · Plan #002
- Total assets
- $50.8M
- Net assets
- $50.8M
- Active participants
- 349
- With balances
- 476
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $57,919 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $9,092 |
| Institutional Investment Consulting | Other fees | $0 |
| Morningstar | Investment advisory (plan) | $0 |