Ilending Retirement Plan
Sponsored by Fleet Financial Inc. (Dba Ilending) · EIN 208891243 · Plan #001
- Total assets
- $4.4M
- Net assets
- $4.4M
- Active participants
- 143
- With balances
- 198
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 |
|---|---|---|
| Curi Capital, Llc CRD 134249 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $10,974 |
| Curi Rmb Capital Llc | Investment advisory (plan) | $8,750 |