Individual Foodservice Union Retirement Plan
Sponsored by Ifs Acquisition Llc · EIN 830830569 · Plan #002
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 200
- With balances
- 281
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 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 |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $14,897 |
| Ascensus Holdings Inc Dba | Contract administrator | $4,350 |
| Empower Annuity Insurance Co Of Am | Recordkeeping fees | $2,591 |
| Empower Advisory Group Llc | Investment management | $189 |