AUMdb

Independence Plus, Inc. 401(k) Plan

Sponsored by Independence Plus, Inc. · EIN 363641612 · Plan #001

Total assets
$6.5M
Net assets
$6.5M
Active participants
175
With balances
230

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Northwestern Mutual Investment advisory (participants) $25,539
John Hancock Life Ins Co Recordkeeping, Investment management, Shareholder servicing fees $4,822