AUMdb

Isec, Inc. 401(k) Savings Plan

Sponsored by Isec, Inc. · EIN 840577348 · Plan #002

Total assets
$118M
Net assets
$118M
Active participants
793
With balances
725

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
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $65,061
Ima Wealth Inc Consulting (general), Direct payment from the plan $50,000
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Other commissions $495