AUMdb

Intercontinental Terminals Company Llc 401(k) Plan

Sponsored by Intercontinental Terminals Company Llc · EIN 741710422 · Plan #001

Total assets
$92.3M
Net assets
$92.3M
Active participants
447
With balances
520

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $65,292
Osaic Consulting (general), Insurance brokerage commissions $25,257
Atchley & Associates, Llp Accounting, Direct payment from the plan $12,400
National Financial Services Securities brokerage, Securities brokerage commissions $0