Institute Of Community Services, Inc. 403(b) Retirement Plan
Sponsored by Institute Of Community Services, Inc. · EIN 640440304 · Plan #002
- Total assets
- $13.1M
- Net assets
- $13.0M
- Active participants
- 787
- With balances
- 703
Plan year beginning 02/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $19,151 |
| Ares Retirement Plan Services Llc | Investment advisory (plan), Contract administrator | $12,338 |
| Global Retirement Partners Llc | Investment advisory (plan) | $8,698 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $529 |
| Global Retirement Partners | Consulting (general), Consulting fees | $0 |