Integrated Solutions, Inc. 401 K Plan
Sponsored by Integrated Solutions, Inc. · EIN 481125227 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 115
- With balances
- 130
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Agh Wealth Advisors, Llc CRD 146796 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Agh Wealth Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $17,781 |
| Bt & Co, Pa | Accounting, Direct payment from the plan | $9,000 |
| Allen Gibbs & Houlik, Lc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $4,525 |