Ipm 401(k) Plan
Sponsored by Integrated Project Management Co., Inc. · EIN 363610804 · Plan #002
- Total assets
- $54.2M
- Net assets
- $54.2M
- Active participants
- 199
- With balances
- 252
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 |
|---|---|---|
| Fiduciary Financial Partners, Llc CRD 156389 | deterministic · 100% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiduciary Financial Partners | Investment advisory (participants) | $35,152 |
| The Vanguard Group, Inc. | Recordkeeping, Investment management, Sub-transfer agency fees | $10,196 |
| Erisa, Inc. | Contract administrator, Recordkeeping, Participant loan processing | $6,840 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $998 |