AUMdb

Irco 401(k) Plan

Sponsored by The Immigrant And Refugee Community Organization · EIN 930806295 · Plan #002

Total assets
$18.5M
Net assets
$18.5M
Active participants
713
With balances
533

Plan year beginning 10/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Multnomah Group, Inc. CRD 132131 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $20,193
Multnomah Group Inc Investment advisory (plan) $13,000
Cpi Qualified Plan Consultants, Inc Recordkeeping, Participant communication, Consulting (pension) $0