Independent Professional Services 401(k) & Profit Sharing Plan
Sponsored by Independent Professional Services, Inc. · EIN 223551387 · Plan #002
- Total assets
- $63.6M
- Net assets
- $63.6M
- Active participants
- 76
- With balances
- 273
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Meridian Wealth Partners Llc | Named fiduciary, Direct payment from the plan | $48,475 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $28,884 |
| Dunlap Slk | Accounting, Direct payment from the plan | $13,650 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $1,081 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |