AUMdb

Interpath Laboratory, Inc. Profit Sharing Plan And Trust

Sponsored by Interpath Laboratory, Inc. · EIN 930587431 · Plan #001

Total assets
$19.8M
Net assets
$19.8M
Active participants
491
With balances
588

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
Tpg Financial Advisors, Llc CRD 141153 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Premier Retirement Services, Inc. Contract administrator $18,245
Tpg Financial Advisors Llc Investment advisory (plan) $16,939
Empower Annuity Insurance Company Recordkeeping fees $16,407
Empower Advisory Group, Llc Investment management $14,266