Ipc Retirement Readiness Plan
Sponsored by American Fibertech Corporation · EIN 351691687 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 533
- With balances
- 144
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $20,627 |
| Shepherd Financial Investment | Investment advisory (plan) | $17,724 |