AUMdb

Interlock Industries, Inc. 401(k) Profit Sharing Plan

Sponsored by Interlock Industries, Inc. · EIN 611024973 · Plan #001

Total assets
$38.8M
Net assets
$38.8M
Active participants
929
With balances
516

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Creative Planning Llc Investment advisory (plan) $30,000
Empower Annuity Insurance Company O Recordkeeping fees $0