The Institute Of Culinary Education 401(k) Plan
Sponsored by The Institute Of Culinary Education, Inc. · EIN 133847478 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.8M
- Active participants
- 214
- With balances
- 219
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Traphagen Investment Advisors Llc CRD 107764 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services | Investment advisory (plan) | $10,766 |
| Empower Life & Annuity Ins Co Of Ny | Recordkeeping fees | $7,897 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $5,128 |
| Traphagen Financial Group | Investment advisory (plan) | $4,166 |
| Dunbar, Bender & Zapf | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,562 |
| The Paragon Alliance Group Llc | Contract administrator | $0 |