Interstate And Istate 401(k) Profit Sharing Plan
Sponsored by Interstate Companies, Inc. · EIN 411634358 · Plan #004
- Total assets
- $99.6M
- Net assets
- $99.6M
- Active participants
- 1,553
- With balances
- 1,749
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $214,092 |
| Sageview Advisory Group | Investment advisory (plan), Direct payment from the plan | $55,625 |