AUMdb

Inside Edge Commercial Interior Services 401(k) Profit Sharing Plan

Sponsored by Inside Edge Commercial Interior Services, Llc · EIN 270076976 · Plan #002

Total assets
$13.3M
Net assets
$13.3M
Active participants
173
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
Tradition Wealth Management Llc CRD 128314 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $63,838
Tradition Wealth Management Llc Investment advisory (plan), Other fees $0
Tax Sheltered Compensation Inc Other services, Other fees $0