Intermark Group, Inc. 401(k) Profit Sharing Plan
Sponsored by Intermark Group, Inc. · EIN 630731351 · Plan #004
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 58
- With balances
- 153
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Dent Moses Llp | Accounting | $15,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $300 |
| Concourse Financial Group Securiti | Other commissions | $0 |