AUMdb

Image First Holdings, Llc Retirement Savings Plan

Sponsored by Image First Holdings, Llc · EIN 522048123 · Plan #001

Total assets
$66.9M
Net assets
$66.9M
Active participants
3,934
With balances
4,334

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $380,308
Raymond James & Associates Inc Investment advisory (plan), Direct payment from the plan $62,378