Income Property Management Employees Savings Trust
Sponsored by Income Property Management, Co. · EIN 930703692 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 450
- With balances
- 193
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 |
|---|---|---|
| Deschutes Investment Consulting, Llc CRD 155312 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Moss Adam | Accounting | $31,498 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $24,188 |
| Deschutes Investment Consulting Ll | Investment advisory (plan) | $18,863 |