Issues Management, Inc. 401 K Plan
Sponsored by Issues Management, Inc · EIN 460398668 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 509
- With balances
- 961
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Investment Advisers Llc | Investment advisory (plan) | $25,175 |
| Definiti Llc | Contract administrator | $18,143 |
| Empower Advisory Group, Llc | Investment management | $7,366 |