AUMdb

Interstate Electrical Services Corporation 401(k) Plan

Sponsored by Interstate Electrical Services Corporation · EIN 042393971 · Plan #001

Total assets
$65.3M
Net assets
$65.3M
Active participants
581
With balances
889

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 $185,430
Kestra Advisory Services, Llc Consulting (general), Insurance brokerage commissions $90,241
Charles Schwab & Co, Inc Securities brokerage, Securities brokerage commissions $216