Ist Management Services, Inc. Defined Contribution Plan
Sponsored by Innovative Service Technology Management Services, Incorporated · EIN 582303739 · Plan #001
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 1,072
- With balances
- 1,119
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 |
|---|---|---|
| Persium Advisors, Llc CRD 128335 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Srvcs | Recordkeeping, Investment advisory (participants), Float revenue | $87,665 |
| Persium Advisor | Investment advisory (plan) | $30,930 |