AUMdb

Icm Corp. 401(k) Profit Sharing Plan

Sponsored by Icm Controls Corp · EIN 352173750 · Plan #001

Total assets
$7.8M
Net assets
$7.8M
Active participants
141
With balances
193

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
World Investment Advisors Llc Investment advisory (plan) $9,365
Cadaret Grant & Co Inc Investment advisory (plan) $9,206
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $4,556