AUMdb

Iba Usa 401 K Plan

Sponsored by Iba Usa, Inc. · EIN 901072480 · Plan #001

Total assets
$35.9M
Net assets
$35.9M
Active participants
340
With balances
451

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Nfp Retirement Inc Investment management, Direct payment from the plan $62,467
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $45,951
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Float revenue $197