Identity, Inc. 401(k) Plan
Sponsored by Identity, Inc. · EIN 522120012 · Plan #002
- Total assets
- $4.4M
- Net assets
- $4.4M
- Active participants
- 178
- With balances
- 171
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 |
|---|---|---|
| Ibn Financial Services, Inc. CRD 42360 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Services | Recordkeeping fees | $13,345 |
| Ibn Financial Services Inc. | Investment advisory (plan) | $8,583 |
| Coastal Pension Services Inc. | Recordkeeping fees | $3,592 |