AUMdb

Intermountain Centers 401(k) Plan

Sponsored by Intermountain Centers For Human Development Inc · EIN 850254535 · Plan #001

Total assets
$18.3M
Net assets
$18.2M
Active participants
843
With balances
1,177

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
Wellspring Financial, Llc CRD 288023 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Other fees, Recordkeeping fees, Participant loan processing $115,523
Wellspring Financial Partners Investment advisory (plan), Direct payment from the plan $49,102