AUMdb

Fisc 401 K Plan And Trust

Sponsored by Federal Integrated Systems Corporaion · EIN 611532071 · Plan #001

Total assets
$3.9M
Net assets
$3.9M
Active participants
278
With balances
290

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
Wellington Consulting Services Inc CRD 105837 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wellington Consulting Services, Inc Investment advisory (participants), Investment advisory (plan), Investment management $30,099
Charles Schwab & Co., Inc. Securities brokerage $1,544