Intercambio Express, Inc. Retirement Plan
Sponsored by Intercambio Express, Inc. · EIN 352081064 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 160
- With balances
- 98
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Oo | Recordkeeping, Investment management, Shareholder servicing fees | $3,982 |
| Edward Jones | Investment advisory (participants), Other fees | $0 |
| Wilshire Associates Incorporated | Investment advisory (participants), Other investment fees and expenses | $0 |