AUMdb

Ic Consult Us 401(k) Plan

Sponsored by Ic Consult Us Corp · EIN 463751618 · Plan #001

Total assets
$11.2M
Net assets
$11.2M
Active participants
105
With balances
159

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Creative Planning Llc Investment advisory (plan) $9,074
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $2,659