AUMdb

The Intellekt Group 401(k) Profit Sharing Plan And Trust

Sponsored by The Intellekt Group · EIN 474526395 · Plan #001

Total assets
$7.4M
Net assets
$7.4M
Active participants
187
With balances
194

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
Alliancebernstein Corporation CRD 107445 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Alliancebernstein Lp Investment advisory (plan) $24,465
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $18,257