The Intec Group, Inc. Profit Sharing And Incentive Savings Plan
Sponsored by The Intec Group, Inc. · EIN 362252492 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 80
- With balances
- 93
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 Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment advisory (plan), Direct payment from the plan | $16,359 |
| Empower Annuity Insurance Company | Recordkeeping, Recordkeeping fees | $9,401 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $8,211 |