Indian Creek Foundation Retirement Plan
Sponsored by Indian Creek Foundation · EIN 223330096 · Plan #001
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 212
- With balances
- 221
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 |
|---|---|---|
| Girard Advisory Services, Llc CRD 39163 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Girard Advisory Services, Llc | Investment advisory (participants) | $20,622 |
| The Paragon Alliance Group, Llc | Plan administrator, Recordkeeping | $1,650 |
| The Retirement Plan Company | Plan administrator, Recordkeeping | $575 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $450 |