Industrial Supply Company, Inc. 401(k) Plan
Sponsored by Industrial Supply Company, Inc. · EIN 870142120 · Plan #002
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 200
- With balances
- 233
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Martin Financial Solutions, Llc CRD 155806 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| July Business Services Llc | Contract administrator, Recordkeeping, Recordkeeping fees | $7,320 |
| Wells Fargo Advisors, Llc | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $0 |
| Matrix Financial Solutions, Inc. | Custodial (other), Trustee (institutional), Trustee (directed) | $0 |