Investment Consulting Services Pooled Employer Plan
Sponsored by Investment Consulting Services, Llc · EIN 320016703 · Plan #001
- Total assets
- —
- Net assets
- —
- Active participants
- 171
- With balances
- 93
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 |
|---|---|---|
| Investment Consulting Services, Llc CRD 122064 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $26,379 |
| Investment Consulting Services Llc | Investment advisory (plan), Consulting fees | $9,354 |