AUMdb

Iten Industries, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Iten Industries, Inc. · EIN 340310980 · Plan #001 · Ashtabula, OH

Total assets
$12.7M
Net assets
$12.7M
Active participants
130
With balances
152

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $6,135
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $1,750