Ices, Inc. / Connecticut Transportation Solutions, Llc 401(k) Plan
Sponsored by Ices, Inc. · EIN 470873083 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 342
- With balances
- 360
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Patriot Financial Group Insurance Agency, Llc CRD 172470 | deterministic · 100% | 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 | $49,380 |
| Wells Thomas, Llc | Contract administrator, Other services, Direct payment from the plan | $22,691 |
| The Patriot Financial Group, Llc | Investment advisory (plan), Other fees | $0 |