AUMdb

Independent Living Profit Sharing Plan Union

Sponsored by Independent Living Association · EIN 112729771 · Plan #002

Total assets
$7.7M
Net assets
$7.7M
Active participants
492
With balances
542

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $36,237
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0