AUMdb

Intercultural Family Services, Inc. 401(k) Plan

Sponsored by Intercultural Family Services, Inc. · EIN 232311676 · Plan #001

Total assets
$1.1M
Net assets
$1.1M
Active participants
68
With balances
124

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
Mml Investors Services, Llc CRD 10409 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Pb&H Benefits Llc Plan administrator, Consulting (pension) $3,550
Nationwide Recordkeeping $1,463
Iron Fiduciary Investment advisory (participants) $205
Proaccount Investment advisory (participants) $20
Mml Investors Services, Llc Investment advisory (participants), Investment advisory (plan) $0
Mml Investors Services, Llc Investment advisory (participants), Investment advisory (plan) $0