AUMdb

Info Tech, Inc. 401(k) Retirement Savings Plan

Sponsored by Info Tech Operating, Llc · EIN 591772879 · Plan #001

Total assets
$75.5M
Net assets
$75.5M
Active participants
272
With balances
358

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Jw Cole Financial Investment advisory (plan), Direct payment from the plan $66,708
Oneamerica Retirement Services Llc Recordkeeping, Copying and duplicating, Participant loan processing $42,193
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0